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Tracking Trailing Documents

Question: 
How do banks track trailing documents?
Answer: 

Tracking practices vary from bank to bank. Some financial institutions utilize spreadsheets or a built-in core module that helps them generate reports and identify missing documents. Others use third-party ticklers or exception management systems that may or may not integrate with their core banking systems.

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Read more about trailing documents.

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 01/16/2022

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