- [Narrator] Looking for a free spreadsheet to track your financial institution's exceptions? TicklerTrax adapts some of the functionality of our bank document tracking software, AccuAccount, into a simple yet effective spreadsheet. You can track over 100 types of exceptions including missing W-9s, customer financials, tax returns, and operating agreements to name only a few. Input the data and quickly enjoy an intuitive dashboard with charts and graphs, refining your reporting process. Join more than 1,000 bankers who have downloaded TicklerTrax and get started today on improving your loan management workflow. Tired of spreadsheets and manual ticklers? Ask us about our enterprise document tracking solution, AccuAccount, now trusted by over 15,000 bankers to manage over two million loans.
Looking for a free spreadsheet to track your financial institution’s exceptions? TicklerTrax is Alogent’s free exception management spreadsheet that adapts some of the functionality of AccuAccount into a simple, effective spreadsheet. Bankers appreciate TicklerTrax for many reasons, such as:
- The ability to track 100+ types of exceptions including missing W-9s, customer financials, tax returns, operating agreements, and more
- An intuitive dashboard for quick an easy data input
- Refined reporting process with charts and graphs
Tired of spreadsheets and manual ticklers? Learn more about our enterprise document tracking solution, AccuAccount, now trusted by over 32,000 bankers to manage over two million loans. Request a demo today!
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