Skip to content
 

Common document exception statuses

Question: 
What document exception statuses should we be tracking in our tickler system?
Answer: 

Some documents are collected once, while others must be collected on an ongoing basis. Therefore, it's important to ensure your tickler accommodates missing, expired, pending, and other document exception statuses.

______________________
Download a free spreadsheet for bank document tracking.

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 06/11/2017

Filed under: 
Operations
Filed under operations as: 
Loan Files
Loans

Report a problem with this page

Search Topics