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Exception and Document Tracking

You won’t forget any key items when gathering information from your clients. We make sure that nothing falls through the cracks.

Policy and Covenant Compliance

Keep your clients on the right track and protect your institution by ensuring compliance with all policies and covenant agreements.

Ticklers

Be reminded of items on your checklists. The tickler reminder is tightly integrated with the corresponding checklist line item. This makes updating your information and gathering renewal information extremely quick and efficient.

Reports

Generate and view reports and letters from the following areas:

Covenants – View any compliance anomalies
Exceptions – View exceptions by customer, by type, by officer, etc.
Letters – Create reminder letter to notify customers of required submissions
Policy – Exceptions by customer
Portfolio – Consolidate related customer information
Custom – Custom reports can be created as needed

End to End

ExceptionComplete™ is part of an end-to-end solution which includes our financial analysis spreadsheet tools, CreditComplete and fisCAL. Interfaces to loan accounting, credit bureaus, loan documentation, and other solutions provide a start to finish automated loan processing system.

It’s easy to see the value, power and benefits of ExceptionComplete™ in action.

Our free telephone support and simple installation ensures a quick, risk-free way to learn how ExceptionComplete™ can dramatically improve your loan compliance and portfolio management.