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Loan Officer Accountability for Exceptions

How do you keep loan officers accountable for exceptions?

An important part of holding loan officers accountable for exceptions involves your bank's exception reporting process. A viable exception reporting system should make it easy to monitor metrics, such as: total exceptions by officer, credit exceptions by officer, and account-level exceptions by officer.

Learn about exception reporting.


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 05/06/2018

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