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Document Backlog Conversion: Step 1

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

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.

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

Vendor: 

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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