How to Filter Exceptions in TicklerTrax™

Our TicklerTrax™ tool offers a simple and affordable way to track your lending exceptions. As we pointed out in our last post, adding new exceptions only takes a few seconds.

But, what about your existing exceptions? How can your bank use TicklerTrax to quickly filter by loan officer, date, or other important criteria?

In this how-to article, we’ll briefly discuss how to filter exceptions in TicklerTrax.

Step by Step: Filtering Exceptions

Step 1. Navigate to the “Exception Data” tab of TicklerTrax.

Step 2. Determine which column you wish to filter by.

Step 3. In the header row, click the the dropdown arrow that appears next to your primary filter criteria.

Step 4. A pop-up menu will appear. Define your filter preferences (in this case, loan officer) and then close the dialog box.

Instantly, you’ll now see any outstanding exceptions for that particular loan officer. You can then sort or filter by additional criteria, such as days past due or expiration date.

Brief Demo of How it Works

Here’s what that looks like in the spreadsheet. Notice how the spreadsheet automatically refreshes when you input your filter criteria. You can easily remove the filter criteria by clicking on the dropdown menu and clearing the filter.

Filter Exceptions TicklerTrax

Other Filtering Use Cases

Filtering by loan officer and due date is a very common use case for TicklerTrax. However, it is by no means the only filtering option to choose from. In fact, the possibilities could be endless. Here are a few ideas to get you started:

  • Policy exceptions for loans over a certain amount
  • Flood insurance policies set to expire soon
  • All exceptions for a specific customer
  • All exceptions for an account
  • Missing documents by branch
  • Compliance-related exceptions
  • Commercial real estate exceptions by loan officer
  • Pending tasks by team member
  • All expired documents by region
  • Trust exceptions by exception category
  • Number of exceptions from last year (by month)

This is only the tip of the iceberg. With more than 15 categories and over 150 exception types to choose from, TicklerTrax makes it easier to drill down into the information you need – when you need it most.

Tired of Spreadsheets?

As helpful as TicklerTrax might be, your bank could be missing out on a golden opportunity to create new efficiencies. Spreadsheets still rely on manual data entry. Even the best spreadsheet filters can’t make up for the productivity lost by keying in exception data.

If you’re tired of using spreadsheets, I invite you to consider an upgrade to AccuAccount. Our team at AccuSystems offers a pain-free upgrade process. We’ll even help you import your spreadsheet data into our software. AccuAccount integrates to your core banking system, which eliminates the vast majority of manual data entry. As new customers are booked to the core, AccuAccount can build exceptions on your behalf. This eliminates significant administrative paperwork, but it also improves the quality of your exception data.

Schedule a risk-free demo of AccuAccount for more information.

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