ExceptionComplete automates portfolio tracking tasks through a single checklist-driven system.
THE EXCEPTIONCOMPLETE IMPACT
Checklists and ticklers defined across the institution mandate a uniform approach to the gathering and tracking of information. Easily navigate the tracking workflow from a single interactive dashboard.
Beyond tracking, ExceptionComplete effectively monitors total exposure through reporting and tracking indirect liabilities and related parties. Identify trends and track ongoing balances.
Tracking only the information relevant to your institution, ExceptionComplete tells what is, and isn’t, happening through comprehensive reports filtered by officer, branch, due date, and more.
User Roles and Access
Set role-specific permissions to control access to information and the ability to view, enter, track, manage, and resolve exceptions. A view-only option is included.
Reduce the most painful time consuming manual steps. From a custom dashboard, easily monitor and update status of loan items. No need to re-key data from one system to another.
Review executive summaries to examine credit risk exposure across your entire loan portfolio. Review in-depth reports to examine officer or department exception management.
Get the tools you need to manage and grow your lending portfolio. Streamline loan operations, reduce departmental overhead costs, and improve portfolio performance.
Generate clear, concise reports at a moment’s notice, demonstrating a systematic approach to portfolio management, adherence to lending policies, and compliance with regulatory mandates.
FISCAL A robust financial statement spreading and credit decisioning tool. Read more. . .
ExceptionComplete A single system for exception and document tracking.
For over fifteen years, Vision Software Solutions has helped businesses thrive, organizations grow, and people do their jobs better. Our solutions equip organizations with tools to increase efficiency and more easily manage operations through simple data input, comprehensive options and flexible reporting. Read more about us. . .