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

“Our growth trajectory necessitates a solid framework that will allow us to scale economically and prudently with software that is user-friendly for all staff, not just those with coding skills. This is where Teslar’s platform hit the sweet spot for us. It's crucial to have a straightforward system that our team can easily engage with while also enhancing our front-end and back-end processes.”
Aaron Kaslow
Director of Lending, Luminate Bank
Download Exceptions Tracking One-Pager

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

 

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Strengthen with More Solutions

Workflow & Forms Automation
Special Asset System
Loan Origination System

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