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Gaining additional context with exception comments

Question: 
How might an exception comment help a banker gain additional context?
Answer: 

Ideally, missing and expired documents would be resolved as quickly and efficiently as possible. However, there are situations where a customer fails to take action and provide the requested documents in a timely manner. Exception comments can be useful for tracking due diligence efforts and customer feedback throughout the process.

Continue reading about exception comments.

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 12/18/2022

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