Exceptions & Ticklers
Track required documents, collateral, insurance, policy requirements, deposit documentation, and other outstanding items with current status and upcoming alerts.
Solution: Exceptions Management
Stay Ahead of Every Exception.
Bring loan and deposit exceptions, ticklers, covenants, documents, and follow-up together in one place—giving your team an accurate view of what’s outstanding and the tools to get it resolved.
Schedule a DemoKnow What’s Outstanding. Know What Comes Next.
Exceptions show up everywhere—from missing loan documents and financial requirements to deposit account documentation and ongoing customer follow-up. Managing them shouldn’t mean piecing together spreadsheets, inboxes, shared drives, and core reports.
Teslar brings exception management into one connected experience, helping your team create, track, monitor, and satisfy requirements across lending and deposit operations.
Covenants
Connect covenant requirements to borrowers and related accounts, retain historical values such as DSCR, and manage covenant performance over time—including defaults, waivers, and forbearance.
Deposit Requirements
Bring the same structured tracking to deposit operations for items such as account documentation, KYC/AML controls, signature cards, and other requirements that need follow-up.
Where Teslar Began—and Continues to Lead.
Teslar was built from firsthand experience with the challenges financial institutions face managing exceptions. What began as a better way to track outstanding requirements has grown into a connected platform that brings together core data, documents, workflows, communication, and automation.
Accurate by Design
Connect exception management to core data instead of relying on spreadsheets and manually maintained reports. Teslar provides visibility into exception status while maintaining historical records of what was outstanding at a given point in time.
Built for Complexity
Go beyond basic ticklers to manage commercial covenants, acquired financial values, defaults, waivers, forbearance, recurring requirements, and related accounts.
Built Across the Institution
Use the same approach to manage requirements across commercial lending, consumer lending, loan operations, and deposit operations—creating greater consistency without forcing every team into disconnected systems.
Built to Reduce the Work
Automate recurring exceptions, streamline document handling, route work appropriately, communicate with customers and teammates, and move supporting documents into imaging with less manual effort.
120 Hours Saved Each Week
Liberty National Bank
One of my favorite things about Teslar is the efficiency it’s brought to our team. When we signed with Teslar, we were around $550 million in assets with six full time employees in our credit administration department. We’re now over $1 billion, and we’ve reduced that number to three and a half employees.
Michael BucherChief Credit Officer, Liberty National Bank
How It Works
AI Capabilities
Document Analyzer
Document Analyzer helps automate the work between receiving a document and knowing what to do with it.
Drop a document anywhere in Teslar to automatically identify its type, extract relevant data, and help determine where it belongs across active exceptions, outstanding checklist items, customers, and accounts.
Confidence scores help your team quickly identify what may need a second look—moving document QC toward review by exception instead of review by default.
Ask What Needs Attention.
Our AI Assistant, TALOS, gives your team another way to work with exception information. Ask questions in plain language to find relevant exceptions and related information, then move directly to the right place in Teslar or prepare the next step.
Which exceptions should I clear to make the most impact?
TALOSTALOS finds and prioritizes the relevant exceptions.
Draft notices for the top five.
TALOSTALOS prepares the action for review.
Ready to Simplify Exception Management?
See how Teslar can simplify tracking, documentation, follow-up, and resolution across lending and deposits.