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Loan Policy Exceptions

Question: 
How do banks track loan policy exceptions?
Answer: 

Some banks use spreadsheets and manual ticklers to track loan policy exceptions, while others utilize core-integrated loan management software. Either way, it's important to maintain good recordkeeping with regard to policy exceptions, especially in preparation for audits and exams.

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Read more about loan policy exceptions.

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 06/27/2021

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