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Loan Portfolio Metrics and Document Management

How does document management impact a bank’s loan portfolio metrics?

Banks with excellent document management processes tend to have more reliable loan portfolio metrics. Commercial loans, in particular, require significant administrative effort from a document tracking perspective, leaving room for error and missing information. Effective document management ensures customer records are complete and accurate, which can lead to higher impact metrics.

Continue reading about loan portfolio metrics.


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 06/28/2020

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