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Document Backlog Conversion: Step 1

What’s the first step to working through a paper loan backlog?

Before you ever scan your first document, it's important to gather the right team. Often referred to as a "conversion team," this group's responsibility is to understand your institution's document structure and define goals. Usually, you'll want to include team members from multiple departments, including IT, lending, and operations.

Click here for a free video full of tips for overcoming a backlog.


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.

First published on 10/09/2016

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