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How to Successfully On-board 130,000 Acquired Loan Files

Thursday, January 12, 2017

For a top-20 U.S. bank, the acquisition of two smaller banks created a huge influx of mortgage and loan files. To integrate the acquired files into its existing operations, the … Continue reading

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Best of 2016 Part 4: The Year’s Top RM Videos

Thursday, January 5, 2017

We have arrived at the final installment of our four-part blog post on the most popular records management resources from the past year. Over the past four posts we have … Continue reading

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Best of 2016 Part 2: The Year’s Top White Papers

Thursday, December 22, 2016

In a four-part series, we are bringing you the top case studies, white papers, blog posts, videos, and guides – all chosen by your records management colleagues! In last week’s … Continue reading

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Best of 2016 Part 1: The Year’s Top Case Studies

Thursday, December 15, 2016

To help you prepare for the challenges of the new year, we are counting down your top records management resources of 2016. In a four-part series, we are bringing you … Continue reading

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RIM in Banking: How to Make Your Loan Vault More Efficient – Part 2

Thursday, December 1, 2016

In last week’s blog post we introduced three best practices to make your loan vault more efficient: using a loan inventory management software tool, using the appropriate manila file folders, and color-coded file labels. This week, we follow that up with four more best practices. Continue reading

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RIM in Banking: How to Make Your Loan Vault More Efficient – Part 1

Thursday, November 24, 2016

In our tours of loan vaults, we have observed many examples of poor processes that hamper loan operations, including excessive manual handling of files and inefficient storage and retrieval practices. Together, these issues lengthen the time it takes to process loan files and severely limit the capacity of the vault. Fewer loans processed equals lower profitability. In addition to that, the error-prone manual processes create significant compliance risks. In a two-part blog post, we outline seven proven best practices that will help you avoid these issues and maximize the productivity of your loan vault. Continue reading