tab - loan operations solutions for canadian credit unions

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