Track Loan Exceptions - Free Checklist Spreadsheet for Banks & Credit Unions

Our AccuAccount software makes your life easier by consolidating exceptions and imaging into a single application. However, if you still like to use checklist spreadsheets, you can generate them in a few clicks. Download this example checklist, which would help you track customer document statuses (specifically for commercial real estate).

How Would I Use this Checklist?

Our team realizes that some banks still love spreadsheets. AccuAccount can quickly build a spreadsheet for your bank, pre-populating the sheet with status information, such as required, not applicable, or waived. It also shows which documents are currently in the file when populated from AccuAccount. Be sure to review this document with your compliance department before using it.

  • Report on Exceptions
  • Compliance
  • Streamline