Assign and adapt checklists from the library for each loan, customer, collateral item, policy, and more. Once assigned, a checklist keeps track of every required line item for the life of the loan.
Individual officers can access and address all of their open checklist items, taking immediate action to receive or waive an item, attach documents, and make comments.
Update loan, borrower, and account information nightly from core, ensuring the current status is displayed
Information from our companion product FISCAL can be pulled into ExceptionComplete, showing accurate ratio calculations and more.
ExceptionComplete easily generates letters and emails to request items coming due or missing, or to alert borrowers of breaches of financial covenants.