Streamline Your Credit Exception Management Process

Checklist Spreadsheet for Credit Admins

This credit exception spreadsheet is an example of how your credit document data might look when exported from AccuAccount. Quickly see the status of each document and make updates to maintain compliance.

How Do I Use this Checklist?

Banks and credit unions still use spreadsheets, even if they’re using a document tracking solution such as AccuAccount. This spreadsheet can be used to support your exception tracking process. Use this spreadsheet to help map out and streamline your exception management process.

  • Track Credit Exceptions for a Customer
  • Optimize for Compliance
  • Streamline Back-Office Processes