Document Imaging for Finance

Any documents, reports, or statements used by banks or other financial institutions can be scanned and retrieved upon demand from any PC or workstation with access to the database. A loan officer could pull up the account of Joe Smith and verify his signature on a check by cross checking it with other bank records. This can be done on the monitor, and the information tiled side by side.

Examples of documents that can be usefully digitized include:

  • Loan Applications
  • DDA Reports
  • Customer Information
  • Signature Records
  • Cancelled Checks
  • Customer Statements
  • Authorization to Obtain Credit
  • Mortgage Information (including surveys and photos)

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