Elevate Your Forms - Merging With A Credit Union Using Other Forms?
If your credit union has been a bit behind the digital curve, now is a great time to catch up. There are certain advantages, after all, to living in a digital age, especially when it comes to your forms. Let’s take a trip down memory lane for a second and see if you aren’t convinced. 
In the old days (you know, when your parents had to walk uphill in the snow barefoot to school) everything had to be filled out by hand. That consumed an incredible amount of time, and could lead to nasty things like writer’s cramp (gasp)! Then, the preprinted form was born and we all thought we`d made it to the big-time! Next, we FINALLY made our way to LAZER printing and the floodgates opened wide. Today, digital forms are the best and most efficient method of forms presentation. Updating your forms to a digital format will take your lending process to the next level, since it’s much more efficient. Plus, we are looking out for your health, too (you can thank us later).
In addition to making the process more efficient, digital forms significantly reduce the chance for error. For instance, how many times have you had to clarify an account number or member name? Digital forms help tremendously in this area. They are much easier to read, which in turn takes the guesswork out of reading someone else’s handwriting, and makes the process more efficient, ultimately saving your credit union time and money.
Also, let’s talk about the filing process. Remember those scores of applications filed away in a sea of filing cabinets? Those days are gone once you decide to elevate your forms to the digital era. Digital packages allow you to store documents online, making them more accessible and easily printed at your convenience. No more digging through file folders to find what you need (or wrestling stubborn file cabinet drawers, either). And, credit union mergers are a great opportunity for change.
Finally, printers are much better today than they were years ago. Old printing methods can frequently lead to paper jams, or low-quality copies, which would often result in errors. And you always had to make sure you were grabbing the latest, most up-to-date form. Once you update your forms to a digital package with Oak Tree, you will never have to worry again. We handle the compliance pieces for you, working hard to make sure your forms comply with all state and federal regulations, and that they easily integrate with your current data processor. Elevated forms equal top-notch quality and service. Now is the operative time to make the switch. Our staff is ready to help you make the transition. Reach out today, and let’s have a chat about elevating your forms. www.Oaktreebiz.com. Chat with us and get your forms up to date at www.OakTreeBiz.com.
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