Skip to content

Transitioning from paper to electronic loan files

How can we get our lenders to feel confident in moving away from paper loan files?

An important step for ensuring a smooth transition away from paper is selecting an electronic loan system that looks familiar to your lenders. When evaluating vendors, seek a solution that "looks like" a traditional loan file (conveniently located credit documents, account info, etc.).

Read a case study of an Iowa bank's journey off of paper.


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 02/12/2017

Filed under: 
Filed under lending as: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics