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

How can we get customers to send us electronic documents?

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.


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

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