Categorizing financial documents

Question:

Benefits of categorizing financial document exceptions?

Answer:

Some document tracking systems allow banks to group or categorize their financial documents, thereby making it easier to identify which financials are missing. This simplifies the follow-up process for lenders without having to build custom reports.

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Learn more about exception categories.

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.