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Loan Assistant to Support Document Collection Efforts

Should loan assistants help ongoing efforts to collect missing documents from customers?

Banks often rely on semi-automated notice letters to follow up with customers and request missing documents. Customers that overlook such letters may require additional follow-up, which could be done by a loan assistant. Loan assistants tend to be very organized and comfortable dealing with customers, which is why some banks use loan assistants to support ongoing document collection efforts.

Continue reading about loan assistants.


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 04/25/2021

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