tab - loan operations solutions for canadian credit unions
TRANSCRIPT
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Loan Operations Solutions for Canadian Credit Unions
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TAB helps Canada’s top credit unions organize, access and manage electronic and physical records, and optimize document-intensive business processes.
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TAB FusionRMS Records Management Software
Filing & Storage Systems Document Imaging Consulting, Professional Services
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• Manage physical and electronic loan files, documents
• Features include: retention management, process control, custody tracking, reporting
• Easy to get started: SaaS, hosted or on-premise
• Easy to use: mobile app and web browser
• No-risk implementation: your roll-out is managed by financial records experts
TAB FusionRMS at a glance
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TAB FusionRMS helps automate every stage in the lifecycle of a loan, for faster and more accurate processing.
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1. Origination
2. Completion
3. Servicing
4. Closure
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• FusionRMS connects directly to loan origination software
• Automatically creates a record of each loan
• Metadata about the loan is imported and attached to each record
• FusionRMS generates color-coded, barcoded labels for tracking via a barcode reader
1. Origination
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1. Origination
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1. Origination
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1. Origination
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• Document-level tracking ensures that each loan file includes all the required documents
• Trailing documents are added and checked off the list as they are added to the file
• This speeds up processing and helps ensure compliance
2. Completion
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2. Completion
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2. Completion
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• Maintain a detailed “chain of custody” for each document – who had it and when
• Search for loans and request delivery of physical files for audits or staff review
• Review scanned versions of loan documents instead of retrieving physical documents
3. Servicing
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3. Servicing
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3. Servicing
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3. Servicing
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3. Servicing
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3. Servicing
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• Create a “pull list” of loans based on status
• Easily retrieve and manage files for paid-in-full, default and foreclosed loans
4. Closure
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4. Closure
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4. Closure
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