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Downsides of policy tracking spreadsheets

What are the downsides of tracking policy exceptions in a spreadsheet?

Although the costs to create a spreadsheet are obviously very low, there are several risks of manual tracking. Policy exception spreadsheets can be overwritten by mistake, overlooked, or accidentally deleted. Even if the spreadsheet is accurate, your loan operations team still needs to track down the loan files in question.

Read more about policy exception tracking.


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First published on 03/25/2018

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