Post on 11-Feb-2017
Loan Operations Solutions for Canadian Credit Unions
TAB helps Canada’s top credit unions organize, access and manage electronic and physical records, and optimize document-intensive business processes.
TAB FusionRMS Records Management Software
Filing & Storage Systems Document Imaging Consulting, Professional Services
• 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
TAB FusionRMS helps automate every stage in the lifecycle of a loan, for faster and more accurate processing.
1. Origination
2. Completion
3. Servicing
4. Closure
• 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
1. Origination
1. Origination
1. Origination
• 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
2. Completion
2. Completion
• 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
3. Servicing
3. Servicing
3. Servicing
3. Servicing
3. Servicing
• Create a “pull list” of loans based on status
• Easily retrieve and manage files for paid-in-full, default and foreclosed loans
4. Closure
4. Closure
4. Closure