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Tickler Reports

Question: 
What are tickler reports?
Answer: 

Banks rely on tickler reports to keep track of tasks that require action of some type. Many times, this involves tracking expiring (or expired) documents that need to be collected from the bank's customers. A variety of loan assistants, lenders, and administrative staff rely on tickler reports to perform their jobs.

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Read more about tickler reports.

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 08/01/2021

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