Strategy for Scanning Loan Files with Barcoded Cover Sheets

Depending on the system, the first step would likely involve going through the hard copy loan file and prepping the files for scanning. If the documents themselves do not contain barcodes, then the banker may need to generate barcoded cover sheets for both the specific customer and document type. Once all the documents are ready, they can be placed into a multifunction device for scanning.

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Read a playbook for backlog scanning.