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Pipeline Reports for Lenders

Question: 
Are there systems for automating pipeline reports for lenders?
Answer: 

Manually preparing pipeline reports for lenders can be time-consuming and error-prone. Some CRMs and application management systems provide lenders with customizable dashboards and reports that provide at-a-glance access to important information, such as active loan applications and pending approvals.

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Learn more about pipeline reporting.

Vendor: 

AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 03/21/2021

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