Tag Archives: best practices

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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

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Reader Favorites: Our most popular records management resources

Thursday, May 12, 2016

Our top resources from last month offer great tips and insights on how you can save money, reduce your impact on the environment and manage records in the electronic world. Continue reading

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Records retention: busting the myths to get it right

Thursday, April 28, 2016

Whether your documents are electronic, paper or a mix of both, it is important to have an accurate records retention program in place. This reduces the likelihood of several costly outcomes, including: hefty fines for disposing of documents before the legally mandated retention period has passed, and losing a lawsuit because you held on to unneeded information for too long. Continue reading

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5 Best Practices for Document Imaging Projects

Thursday, March 31, 2016

Every document conversion project is different, but that doesn’t mean you have to start from scratch when planning out the details. The team at TAB has completed countless imaging projects … Continue reading

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Reader Favorites: Our most popular records management resources

Thursday, March 17, 2016

This month, our popular resources include a complete records retention toolkit. The kit provides an overview of records retention principles as well as practical tips and best practices to help you implement your retention schedule. Our list also includes a guide to the top five challenges in the hybrid environment of paper and electronic records. Finally, to help optimize your management of physical records, we have a guide to choosing custom folders. Continue reading