Reporting requirements vary among financial institutions, but a typical loan officer exception report likely includes the loan officer’s name, customers’ names and numbers, associated account numbers, account types, loan amounts, and date information.
Watch a webinar about reporting.
Alogent provides proven, end-to-end check payment processing, digital, online, and mobile banking, and enterprise content and information management platforms to financial institutions. Our unique approach spans the complete transaction ecosystem —capturing and digitizing transaction data, exception tracking, and automating entire transaction and loan management workflows so that information is available across the enterprise.
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