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Preparing Exception Reports for Lenders

How often should exception reports be delivered to lenders?

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.

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


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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