LOAN PORTFOLIO MANAGEMENT

doesn’t have to be complicated

 

 

 

Meaningful risk mitigation and regulatory compliance requires an exception and document tracking solution that is strong, standardized, and comprehensive.

 

ExceptionComplete is the solution.

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.

 

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.

TRACKING EXCEPTIONS + MONITORING PORTFOLIO = REDUCED RISK

HOW IT WORKS