Skip to content

How Can We Get Customers to Send Us Electronic Versions of Loan Documentation?

Question: 
How can we get customers to send us electronic documents?
Answer: 

It is a good idea to obtain customer documents in electronic format. This way, you avoid having to scan and index documents altogether. You may consider implementing a system that makes it easy to accept electronic documents, such as a document management system.

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 06/28/2015

Filed under: 
Filed under compliance as: 
Filed under lending as: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics