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Forgetting to Clear Exceptions Upon Receipt of Customer Tax Returns

Question: 
Why do loan administrators forget to clear exceptions?
Answer: 

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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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 04/22/2018

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