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Document Management
It's Time for a Paperless Advantage
Looking for a document management platform to streamline operations and improve efficiencies at your financial institution? If your bank or credit union has considered going to a “paperless” system, you may already understand the difference between simple electronic document repositories and loan portfolio software. The difference is in the ability to actively manage loans, exceptions, and other bank files. Banking document management software systems are known for their ability to track missing, expired, or out of compliance documents. In addition, such systems are typically used by banks and credit unions to coordinate the various aspects of loan document management, such as the loan perfection process, technical exceptions, internal auditing, and bank regulatory compliance.