Optimizing business processes

Better access to critical loan information

Going digital?

TAB can help

TAB helps financial services companies optimize their business processes.

TAB’s information management and loan operations solutions help financial institutions reduce costs, increase efficiency, manage risk and improve customer service.

Filing & storage

physical filing and storage for banks

Improve file access and space capacity using best practice physical file management solutions.

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TAB Records Centers

records center - outsource records management

Move your operations and document imaging process into one of our convenient offsite records management centers.

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Digitization services

digitize paper documents, document scanning services, imaging

Improve business process efficiency by digitizing loan files and other paper-based information through our document imaging and advanced document recognition technologies.

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Mergers & acquisitions

mergers, acquisitions and divestitures for financial services

Leverage our expertise during peaks to maintain business as usual before, during, and after a large corporate deal.

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BankUnited brandmark

“With TAB’s help, we can better demonstrate compliance, more effectively manage risk… and make faster and better-informed decisions.”

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How TAB helped a regional bank transfer its data to a new site

“TAB implemented an organized system where the client can easily access any physical or digital record”

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Logo - how automated color coding saved this financial instiution 250K

“Outsourcing the production of our color coded files to TAB has mad us much more efficient”

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streamline operations

“A 95 percent reduction in paper loan documents vastly reduced the risk of misfiled or lost documents and helped the bank save on the cost of managing physical files”

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Logo - how to optimize the management and servicing of active loan files

“What loan operations excellence looks like.”

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Recent News

TAB is exhibits each year at both the MBA Servicing and MBA Technology Conferences, and is proud to sponsor the MBA Document Custody Workshop.

Mortgage Bankers Association Brandmark  

Talk to a specialist and learn more about TAB’s financial solutions


or call 1-888-466-8228