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Forgetting to Clear Exceptions Upon Receipt of Customer Tax Returns

Why do loan administrators forget to clear exceptions?

Loan administrators are under significant pressure, especially during tax season. The number of tax-related exceptions dramatically increases shortly after April 15th, often leading to an increase in tickler-related oversights. One solution is integrating the exception tracking workflow with the imaging process, which can reduce the number of exceptions that must be manually cleared.

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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 04/22/2018

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