MODULE:

Exceptions/Tickler Tracking

Get a complete and 100% accurate view of all policy, collateral, financial, and required document exceptions.

Get a complete and 100% accurate view of all policy, collateral, financial, and required document exceptions so you know where they occur throughout the lending process. You can filter by institution, region, manager, or individual officer to identify trends and issues. Plus, our drag-and-drop capabilities allow you to easily clear exceptions and auto-index files into your imaging system.

Key Features:

Quickly create, track, and satisfy exceptions/ticklers/covenants

Auto-image supporting documents

View an exception's status at any time and receive alerts for upcoming exceptions

Historical view of exceptions at any point in time

Serves as manual and automated exceptions origination system

“We strive to offer innovative technology while building deeper customer relationships within our community. Teslar Software is the solution to help us accomplish just that. Through our partnership, we will be able to complete tasks and access data faster, helping our lenders more seamlessly manage their portfolios from anywhere. Plus, Teslar will help us with the current talent dilemma, enabling us to operate efficiently and grow without needing to add staff. Teslar squarely supports our bank’s broader vision and allows us to strategically position ourselves for the future.”

Tracy Harris

CEO and President, National Bank & Trust

Download Exceptions Tracking One-Pager

Download this one-page document for a quick and simple overview of Teslar’s Exceptions Tracking platform.

Download Document