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New Account Reports

Question: 
How might documentation specialists use new account reports?
Answer: 

Documentation specialists might use this type of report to double-check everything has been booked correctly to the core and begin identifying any missing documents or delinquent tasks. This approach helps the admin proactively resolve issues and keep exceptions to a minimum.

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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 03/27/2022

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