Tickler

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AccuAccount Pro

Comprehensive document management system for loans, deposits, and trusts.

AccuAccount Xpress

Affordable imaging, tracking, and management software for loans.

Tickler Only

Simple loan tracking system for community banks.

AccuDoc

Manage departmental documents such as HR, accounts payable, and contracts.

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Self-paced and instructor-lead training system.

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Tickler Tracking System

Looking for a simple tool to help track exceptions? The Tickler
Tracking System provides your bank with an affordable way to
track missing and expired documents.

The Tickler Tracking System from AccuSystems allows your bank to establish automation in managing exceptions. By managing exceptions with the Tickler Tracking System, your bank can produce one letter containing a list of all exceptions, instead of an individual letter for each category’s exception tracking (standard feature).

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Compare Tickler to AccuAccount

	Track Missing Documents	Track Expired Document	Automatic Sync w/ Core	Advanced Imaging & Reporting	Browser- Based	Unlimited Users
Tickler System	x	x
AccuAccount	x	x	x	x	x	x

Track Loans, Exceptions, & Customer Info

The Tickler Tracking System manages loans, exceptions, and notice stages within a single platform. The system offers an intuitive customer dashboard, providing a “big picture” view of customer activity. Users have the ability to keep track of items that expire at different times and have different cycles, making exceptions management easier than ever. In addition, the Data Caddy app automatically pulls information from the core into Tickler. The system also offers a basic scanning feature.

Generate & Combine Exception Letters

Custom graphics can also be inserted into exceptions letters. Over 100 fonts and word processing features (bold, italics, underline, justify, centering, bullet points, etc) can be used to maximize the impact of your message. A five-letter series may be set up for every tracked category in the Tickler Tracking System. The letters could be for financial statements, cash flow report, tax returns, hazard, flood, windstorm, aviation, commercial, earthquake, marketing letters, property tax receipts, accounts receivable, accounts payable, equipment listings, inventory listings, demand letters, customer appreciation letters, safe deposit box renewals, and other letter types.

Pull Supervisor Reports

The Tickler Tracking System also offers a series of integrated reporting options, yielding the most advanced tickler file tracking system on the market today. Custom and standard exception reports can be run by: category, officer, loan type, document type, and more.

Manage User Permissions

Our Tickler System will provide your institution the flexibility and control it needs to manage users. The system has three levels of users: inquire-only, full, and super users. Inquire users have view access to loan and customer information (CIF). Full users have more permissions than inquire-only; however, they are not able to purge information or create backups. Super-users have admin-level access to general, loan, and CIF panels.

Customize Look & Feel

The Tickler System is tailored to fit the needs of your financial institution from the content to the look and feel of the software. Users can specify color schemes and themes to fit individual personality or mood. Our design “skins” make it possible to choose different colors. Changing themes is easy and takes just a few seconds to update.