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The many bottlenecks of loan checklists

Question: 
What are we missing out on by using loan checklists (instead of software)?
Answer: 

Checklists can help create predictability, but they can also create unnecessary bottlenecks. Each time a new customer or account is added, each document must be manually cross-checked by an employee, which can be error-prone and distracting.

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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 04/23/2017

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