Are you wondering about best practices for implementing Documentation Tracking? Check out our new Documentation Tracking: Procedures guide for tips and considerations about leveraging this powerful tickler system within your organization. To find the guide, log-in to the Customer Portal and click on Install Guides, then download the Documentation Tracking: Procedures from within the Examples section.
Recent posts
CEO Message
Greetings & Happy New Year to all of you! I hope that 2022 was a successful year for you.
Setting Pricing for Deposits in a Rising Rate Environment
As interest rates rise, it can be tempting for community banks and credit unions to overpay for new deposits in an attempt to avoid repricing risk. However, this can lead to short-term net interest margin squeeze and long-term retention issues. Learn how to use analytics, targeted marketing, and transparent communication
COVID-19’s Impact on Consumer Lending Compliance
he COVID-19 pandemic has had a significant impact on consumer lending compliance in the financial industry. From operational difficulties to risks to consumers, financial institutions have had to adapt their processes to meet the increased demand for loan modifications and accommodations. Learn about the role of consumer lending software and
