Managing Exceptions - Tickler File Tracking Tour

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). By using Combined Exception Letters you are able to lower postage costs and avoid excessive letters to your customers. Highlighted in red are data fields; which are a listing of the documentation items that the bank is requiring to bring this customers account current. Automating your tickler file tracking allows your bank to improve processes and reduce costs.

In addition, custom graphics can be inserted into the page. Over 100 fonts and word processing features (bold, italics, underline, justify, centering, bullet points, etc.) can be incorporated to maximize your bank’s message and gain customer cooperation. This letter started off being a blank piece of white paper. Now it looks like a professional, personalized letter to a customer from whom you need a timely response.

Users have the ability to keep track of items that expire at different times and have different cycles, thus making managing exceptions easier than ever. The Combined Exception Letter consists of an:

1. Introduction
2. Body
3. Closing

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 Reports
Tax Returns
Hazard, Flood, Windstorm, Aviation, Commercial, Earthquake, etc.
Marketing Letters
Property Tax Receipts
Accounts Receivable, Accounts Payable, Equipment and Inventory Listings
Demand Letters
Top 100 Customers Letter, Customer Appreciation Letters
Safe Deposit Box renewal

In addition to simplifying the letter creation and distribution process, the Tickler Tracking System offers a series of integrated reporting options, yielding the most advanced tickler file tracking system on the market today. Run custom and standard exception reports by: category, officer, loan type, document type, and more.