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