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Managing Loan Documents

What are some common approaches to managing loan documents?

Some banks still manage most or all of their loan documentation in hard copy file folders, which are stored in a records room or vault. Other financial institutions digitize at least a portion of their loan documentation, which can reduce storage requirements and improve collaboration.

Continue reading about loan documents.


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 04/10/2022

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