Loan Policy Exams

When Examiners Ask About Policy Exceptions

by Jennifer Mitchell • January 16, 2018

It’s 7:04 am on a Monday morning. You arrived a little early today to take care of a few things before another crazy week officially begins. Unfortunately, that plan just went out the window. Why? Well, pleasantly waiting in your inbox is an email from your examiner. He’s asking for a list of all recent […]

Document Management Transition

How to Take 20+ Branches Paperless (in 1 Year)

by Jennifer Mitchell • January 8, 2018

Security First Bank, based in Lincoln, Nebraska, has been around for a really long time. In fact, the company was founded back in 1898, a mere thirty-one years after Nebraska became a state. (As a point of reference, William McKinley was President and Henry Ford’s assembly line wouldn’t produce an automobile for another fifteen years!) […]

Adverse Actions Loan Approval

How to Automate Secondary Reviews of Adverse Actions

by Jennifer Mitchell • December 28, 2017

Roy has been a commercial lender at your bank for over 35 years. (He likes to point that out at every chance he gets.) And, he’s especially good at engaging customers. His ability to understand each business owner’s needs is uncanny. So much so, in fact, that several clients have tried luring Roy away over […]

Bank Disclosure Compliance

Disclosure Compliance: Automate Your Bank’s Tracking

by Jennifer Mitchell • December 21, 2017

It’s Friday afternoon, and you stop by your desk to check voicemail one last time. Today is going to be a fun day. Each year, your institution hosts a community picnic. Everyone that’s anyone from town is going to be there – even the mayor might stop by to shake hands and kiss a few […]

Banking Ticklers

Why Integrated Document Tracking is Replacing Ticklers

by Alan Wooldridge • December 18, 2017

You’re in the business of helping companies in your community to expand and grow. In this line of work, you obviously have a number of important obligations. Document tracking is certainly one of them. In this post, we’ll discuss why financial institutions are moving away from manual banking ticklers – and what your institution can […]

Centralized Decentralized Imaging

Centralized vs. De-Centralized

by Jennifer Mitchell • November 27, 2017

“Can I get a show of hands…how many banks centralize all scanning?” This was the question posed by an Accu-Summit attendee this year in Colorado Springs. So, how did her colleagues respond? With banks ranging in size from $100 million to well over $1 billion, it’s no surprise that there was a diverse mixture of […]

Tiff vs PDF

TIFF vs. PDF: What’s the Difference?

by Jennifer Mitchell • November 27, 2017

“What’s the difference between a TIFF and PDF? Why should our bank be scanning to PDF instead of TIFF?” All good questions. In fact, we had several bankers ask us this at Accu-Summit 2017 . If your bank is still scanning documents into TIFF format, this article is just for you. In this post, we’ll explore why […]

TicklerTrax How-to

How to Add an Exception in TicklerTrax™

by Jennifer Mitchell • November 17, 2017

If you’re one of the 500+ community banks that has downloaded a free copy of TicklerTrax™, you’re probably looking to improve the efficiency of your exception management workflow. TicklerTrax is a quick and easy spreadsheet that helps you do exactly that. In this post, I’ll briefly explain best practices for adding new exceptions into TicklerTrax. […]

Document View for Lenders

Document View: A Gift for Lenders

by Jennifer Mitchell • November 14, 2017

Your lenders are the face of your bank. Most of their time is spent bringing in new business, but they also serve a vital role in keeping existing customers happy. When a customer has a concern about his line of credit, who is the first person he calls? It’s not your loan admin team – […]

TicklerTrax How-to

TicklerTrax Downloaded by More than 500 Community Banks

by Jennifer Mitchell • October 27, 2017

In May of this year, we launched TicklerTrax™ with a simple goal: to provide a free and intuitive exception management spreadsheet for community banks. Since then, we’ve been overwhelmed with the amount of buzz generated by TicklerTrax. In less than six months, we’ve had more than 500 community banks download TicklerTrax. If you do the […]