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Task management software

Question: 
What's the best way to track lending tasks?
Answer: 

Many banks use shared spreadsheets for tracking lending-related tasks. Although better than nothing, a more streamlined approach might involve the use of an integrated document and task tracking system. This allows bankers to see a 360-degree view of all pending exceptions.

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Download a free spreadsheet for task tracking.

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 08/06/2017

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