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The many bottlenecks of loan checklists

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

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.

Register for a free webinar for tips to streamline customer and loan accounts.


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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