Disclosure document management

Question:

How can we automate the tracking of disclosures?

Answer:

Many electronic document management systems can be configured to track disclosure workflows. When new accounts or customers are created in the system, workflow templates can be enabled to ensure you collect the right information by loan type or account.

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Download a workflow study of 95 community banks.

Vendor:

AccuSystems

AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.