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ABA: The American Bankers Association
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Loan Origination Implementation Checklist Guide

The article from ezbob outlines a practical, stage-by-stage checklist for implementing a modern Loan Origination System (LOS). It begins by defining clear objectives and KPIs, mapping existing workflows, and choosing a platform that integrates seamlessly with the current infrastructure. From there, it emphasizes configuring decision rules, testing thoroughly, and training staff before launching in phases. Post-launch, monitoring performance, gathering feedback, and continuously optimizing ensure the system boosts efficiency, accuracy, compliance, and the borrower experience—all foundational for scalable, data-driven lending.