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Preparing Exception Reports for Lenders

Question: 
How often should exception reports be delivered to lenders?
Answer: 

There is no one-size-fits-all exception reporting schedule. Some lenders prefer daily reports. Others prefer weekly or bi-weekly reports. Loan admins should deliver reports as frequently as necessary to help the bank keep exceptions to an absolute minimum.

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Read our article, "Help Your Exception Specialist Simplify Her Life," for more details.

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 03/08/2020

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