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Building a Tickler Spreadsheet

Question: 
Where should we start when creating a tickler spreadsheet?
Answer: 

At a minimum, your tickler spreadsheet should make it easy to track and follow-up on missing and expiring documents. In addition, you may also want to track policy exceptions and overdue tasks. If you don't have the time to create your own tickler, a quick web search is likely to turn up several banking-specific templates

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Download TicklerTrax.

Vendor: 
AccuSystems

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 07/01/2018

Filed under: 
Lending
Filed under lending as: 
Business Accounts/Checks
Commercial Lending

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