TicklerTrax™ Exception Management Spreadsheet
If you’re looking for an easy-to-use spreadsheet for tracking your bank’s exceptions, TicklerTrax is a great option. TicklerTrax allows you to manage credit, loan, deposit, and trust exceptions with a few clicks. All of your data is then aggregated into an engaging, dashboard-style interface.
Checklists & Templates
Credit Exception ChecklistUse this customer document checklist to facilitate the credit exception tracking process for your financial institution. With this free downloadable template you can easily check credit document status, track any compliance issues, and ensure better communication related to the status of credit exception documents.
Loan Exception ChecklistDownload this free document checklist as a benchmark against your bank’s loan exception tracking process. With this template you can quickly check the status of each loan document, see which items need to be updated for compliance maintenance, and streamline the process of loan exception management.
eBooks & Whitepapers
Imaging ROI eBookIf your financial institution has been considering investing in a new document management system, one of your top concerns is determining what you can expect in terms of a return on this investment. Written for banks, this eBook features tools and worksheets to help you investigate and analyze potential ROI for a document management system. The step-by-step guide will help you create a cost analysis, analyze your needs, and find an ROI conclusion that is tailored to your bank’s needs.
Imaging Benefits eBookDiscover how implementing a document imaging system can help your financial institution streamline processes and make loan portfolio management more efficient. From simpler audit preparation to fewer loan policy and document exceptions, a document management application can provide significant benefits for your bank.
In this free eBook, you’ll encounter three compliance-related situations that may sound all-too-familiar to your financial institution. These fictitious and somewhat humorous situations, compiled from AccuSystems’ top-rated blog, cover the topics of policy exceptions, adverse actions, and disclosures.
See Our Software in Action
Register for the next AccuAccount Live, our interactive (and free!) software demo webinar. Learn how AccuAccount integrates to 30+ core systems and loan origination systems, streamlines imaging, and automates exception tracking and audit preparation for 15,000+ bankers.