Wasn’t it exciting to see Tom Brady’s Tampa Bay Buccaneers and Patrick Mahomes’s Kansas City Chiefs in Super Bowl LV? Whether you’re a fan of Tom Brady or not, you can’t deny he knows how to execute and win football games no matter who he is playing for. There was always a part of me that thought that Tom Brady’s success was built on a system that Bill Belichick created in New England; however, it might be the system or winning mentality that Tom Brandy brought to New England. It sure seems like a lot of people who like to win football games have rallied around him throughout his career.
But what about your team? No, not your football team, your credit union team. Would you make it to the Credit Union Championship when facing off against the competition? What about when it comes to your credit union’s electronic document process? Would it even make it to the playoffs? Maybe, you’re stuck in a rut like some teams and still searching for that great coach or key player to get to the next level of competition. The good news for credit unions starting their electronic document journey is that every day gives you a new opportunity at success.
Easy ways to start training
I sure hope you have been practicing good electronic document techniques because your members will notice. If you’re not signing documents electronically in branch and sending documents out through eSign, you’re already getting beaten by the competition. The tools are widely available, so let’s jump into the game.
If you’re still using fax, USPS, UPS, or FedEx to sign documents, you should rethink your process. Here are some good ideas of electronic document process that your credit union could get started with: