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Document Management for Loan Participations

How do lead banks manage loan participation documentation?

Some lead banks use manual ticklers or spreadsheets to track the distribution of documentation to downstream partner banks. Alternatively, software also exists to automate various aspects of loan participation document management. Such systems can automatically route electronic versions of documents to participating banks.

Read more about loan participations.


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 08/29/2021

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