Posts By: Jennifer Mitchell

Exception Report

Exception Report Automation

by Jennifer Mitchell • February 21, 2018

You have a lot in common with your best friend, Jenna. You both love country music, shopping, and the occasional glass of red wine. Interestingly enough, you even chose to pursue identical career paths. After graduation, each of you went to work in loan operations at community banks in your respective hometowns. Although you’re a […]


Commercial Loan Approval

Commercial Loan Approval Management: Two Approaches

by Jennifer Mitchell • February 2, 2018

Most banks understand the importance of digitizing their backlogs of existing commercial loan files. In fact, according to our study of 103 community banks, 69% of those community banks surveyed are already using imaging software to organize loan files. But, what about new customers and applications? Does scanning earlier in the approval process offer added […]


Accounts Payable Software

Accounts Payable Software for Banks

by Jennifer Mitchell • February 1, 2018

Your bank has very ambitious goals for 2018. Is another acquisition on the horizon? Will you open more branches in adjacent markets? Only time will tell, but your gut says it’s going to be another very busy year. As your bank continues to expand at a rapid pace, prolonged reliance on paper documents and courier […]


TicklerTrax How-to

How to Filter Exceptions in TicklerTrax™

by Jennifer Mitchell • January 23, 2018

Our TicklerTrax™ tool offers a simple and affordable way to track your lending exceptions. As we pointed out in our last post, adding new exceptions only takes a few seconds. But, what about your existing exceptions? How can your bank use TicklerTrax to quickly filter by loan officer, date, or other important criteria? In this […]


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 […]


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 […]