Category Archives: Document Management

Apr 23, 2022

Eight Document Management Best Practices for...

IN THIS ARTICLE: We review eight document management best practices that will accelerate operations for your financial institution. Documents are a critical, yet cumbersome, element in the day-to-day operations of banks and credit unions. From opening new accounts and accepting applications for new loans to maintaining exis...

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Document Management

  • Integrated Exception Tracking
  • Automated Customer Notices
  • Document Review Queues
  • Easy User Uploads

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Collateral Management

  • Granular, structured collateral tracking
  • Monitoring
  • Custom Data Collection
  • Reporting
  • and so much more

Customer Requests

  • Document collection driven by exception tracking
  • DMS integration
  • File-sharing, eForms, and eSign
  • DocuSign Integration

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Exception + Document

  • Upload a document
  • Clear an exception.
  • Update work queues and management
    reports - simultaneously.
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