[Workbook] Track Exceptions

[Workbook] Track Exceptions

Find ways to streamline your credit and loan exception tracking with this free checklist. Get a quick perspective of document statuses and the updates needed to maintain compliance.

How Do I Use This Excel Workbook?

Technology firm AccuSystems has developed an Excel workbook, containing a loan document checklist as well as a credit document checklist to help financial institutions track exceptions. These checklists display which documents are set to required, not applicable, or waived. When populated from AccuAccount they will also show which documents are currently in the file.

  • Check Exceptions
  • Compliance
  • Streamline