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Task management software

What's the best way to track lending tasks?

Many banks use shared spreadsheets for tracking lending-related tasks. Although better than nothing, a more streamlined approach might involve the use of an integrated document and task tracking system. This allows bankers to see a 360-degree view of all pending exceptions.

Download a free spreadsheet for task 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 08/06/2017

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