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Spreadsheet for Tracking Credit Documents

Question: 
Best spreadsheet for tracking credit documents?
Answer: 

22% of banks still use spreadsheets to manually track exceptions. While an electronic tickler or integrated document management system is a better option, if you must use a spreadsheet, it is important to use one that allows you to track everything in a single tab for each customer.

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 07/12/2015

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