Exception Tracking Reports

ExceptionComplete includes nine standard reports. These reports can include specific company information.

• Covenant Compliance - compares actual results for each requirement to the target results
• Exceptions by Category - checklist line items needing attention, sorted/filtered by category
• Exceptions by Customer - checklist line items needing attention, sorted/filtered by customer
• Exceptions by Officer - checklist line items needing attention, sorted/filtered by officer
• Exception Summary by Officer - summarizes number of outstanding checklist items and loan exposure for each customer
• Required Items with No Due Date - checklist items needing attention, sorted/filtered by officer
• Special Policy Exceptions - line items from policy checklists which are exceptions
• Indirect Liability - total liabilities from ALL loans for which a customer is legally responsible
• Related Parties Totals - total of all loans for a related group of customers

Customization
Standard reports may be modified or new reports created based on your specific needs.

Call 800.248.5550 for more information on ExceptionComplete.