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Exception Management Software

Managing exceptions is an integral part of your file management process. There are many reasons you track exceptions, including board of directors, regulatory authorities, and senior management. What if you could streamline your entire exception management process into a single dashboard and eliminate the need for manual ticklers and spreadsheets?

Meet AccuAccount Track, an exception management system for banks. What if there was a way to bring all of your exception tracking into one cohesive system, while still offering each department the flexibility needed to properly track their exceptions? AccuAccount Track is a powerful, browser-based exception management system used by community banks. Manage all of your exceptions within AccuAccount Track’s intuitive dashboard.

Missing Documents

Automatically set up exceptions for credit, loans, and accounts to reduce missing documents.

Expired Documents

Need a better way to track expiring documents? AccuAccount Track does the heavy lifting for you.

Policy Exceptions

Stay within compliance by flagging out of policy exceptions. Stop relying on manual ticklers and spreadsheets.

15,000+ Bankers
Use Our Software

AccuAccount Track is exception management software, designed specifically for community banks and credit unions. Manage and track document, task, and policy exceptions within a browser-based user interface. Reduce your exceptions today with our top-rated software.

Integrated Exception Management

AccuAccount Track eases the stress and manual processes related to your exception tracking. With AccuAccount Track, document dependent exceptions are managed accurately and efficiently. There are three separate types of exceptions that can be assigned to each document. You can choose to assign no exceptions to a document, or any combination of these three: missing, expiring, or policy. If the document is missing, the document will appear as an exception until the document is marked as received. In addition, AccuAccount Track also allows you to manage technical exceptions, set up recurring or renewing document schedules, and monitor loan covenants.

Imaging Software for Loan Administrators

Customer Home Page

No matter how many accounts a customer may be tied to, he or she will have a single customer/credit file in AccuAccount Track. By having a single customer file, you can avoid confusion among your bank’s users and also restrict access to certain users by document type. AccuAccount Track’s color coded user interface helps your team quickly assess which exceptions require attention. For example, when related to a document, a red square indicates that a document is missing from the file. A green dot indicates that the document has been received. When related to a tab, the red square indicates no information is on the tab, and a green dot indicates information is available.

Exception Reporting

Report subscriptions allow reports to be delivered on a recurring schedule. When report subscriptions are created, AccuAccount Track has options available to allow the report subscription to be customized to meet the needs of the recipient. Reports can be scheduled to automatically deliver (via email or Windows Share File) to the desired recipient. Each report in AccuAccount Track has parameters for the user to filter the information they are looking at (i.e. officer, branch, customer). Report parameter options are set for each report subscribed to. Example reports include:

  • Exception Report by Officer
  • Customer Checklists
  • Related Entities
  • Classified Acccounts
  • Policy Exceptions
  • Classified Customers
 

Core Integration

When viewing customer information in your core or other system, CORELink (included with the AccuAccount Track purchase) allows users to initiate a hotkey (Ctrl + Alt + L) and hyperlink to the customer’s page in AccuAccount Track. This screen to screen link allows your institution to reduce manual work involved with searching multiple systems for customer information. CORELink provides your users a quick and seamless method to access these vital customer records.

AccuAccount Track integrates with many of the most popular core banking systems. You can even connect AccuAccount Track to your existing imaging platform, if you already scan and digitize loan documents.

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.