Documentation Tracking: Portfolio Management

Our most recent Lunch and Learn session was on Documentation Tracking Portfolio Management.  We discussed using the Advanced Search to narrow down your ticklers based on type of exception, or number of exception days, or other criteria. Using the Advanced Search Results, you are able to do the following:

  • Reassign Officer:  This is helpful if a loan officer leaves your organization, or to assign unassigned items.
  • Export:  Save your results to a .csv file
  • Letters:  Send letters, either with a generic template or a specific template.
  • Reports:  Create a Documentation/Exception report.  The reports include the total exposure associated with the exceptions on the report.

For example, you can used the Advanced Search to locate all customers with outstanding Financial Statements and Tax Returns.  You can then use the search results to send a letter to all of these customers, reminding them of the requirement to provide updated financial information.

To view the recorded Lunch and Learn session, please visit our Lunch and Learn page (log-in required).

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