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Sharing Exception Data with Lenders

What are some common approaches to sharing exception data with lenders?

Banks often rely on teams of loan administrators and assistants to manually prepare and distribute exception reports via email. Some document management systems simplify this process by offering automated exception report emails and/or customizable exception reports that are accessible from the lender's dashboard.

Read more about document tracking.


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 05/08/2022

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