[Spreadsheet] Loan Exception Checklist

Our AccuAccount software makes your life easier by consolidating exceptions and imaging into a single application. However, if you still like to use checklist spreadsheets, you can generate them in a few clicks. Download this example checklist, which would help you track customer document statuses (specifically for commercial real estate).

How Would I Use this Checklist?

Our team realizes that some banks still love spreadsheets. AccuAccount can quickly build a spreadsheet for your bank, pre-populating the sheet with status information, such as required, not applicable, or waived. It also shows which documents are currently in the file when populated from AccuAccount. Be sure to review this document with your compliance department before using it.

Report on Exceptions

Use this spreadsheet to support your loan exception tracking process.

Compliance

Manual spreadsheets are less efficient than software, but this document is a step in the right direction.

Streamline

This spreadsheet can help you create a map of your loan exception management process.

About AccuSystems

AccuSystems provides quality document imaging solutions for over 200 community and regional banks. Our electronic imaging and intelligent document management tools make AccuSystems the clear choice for loan file imaging and advanced bank document management.

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