Name: FISCAL Tracking
Author: FISCAL SPREADING

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FISCAL Tracking is a loan exception tracking software that aims to streamline the loan exception tracking process for banks and credit unions. It is designed to be suitable for institutions of all sizes, from small community banks to large financial organizations. The software is intended to assist loan officers, credit analysts, back office personnel, chief credit officers, and senior business managers in the banking and credit union industries with efficient tracking and management of exceptions related to loan documents and borrower information.

## Key Features

**Exception & Tickler Tracking**: FISCAL Tracking provides a standardized tickler system and a flexible process to streamline the loan exception tracking for banks and credit unions. The software offers built-in checklists, letters, and reports to facilitate an efficient and intuitive process for tracking loan exceptions. The system is designed to handle the potential complexities of related parties, ensuring clear visibility of all information in a relationship.

**Standardized System**: FISCAL Tracking offers a built-in system with checklists, letters, and reports, aiming to provide an efficient and intuitive loan exception tracking process. The system allows for easy setup of even the largest relationships and loan management workflows. Connections in the Related Parties table are intended to ensure clear visibility of all information in a relationship.

**Consistent Communication**: FISCAL Tracking aims to facilitate consistent communication across departments through focused reports and notifications. The software provides a dashboard view of the entire loan exception tracking process, offering real-time insight. Officer reports and customer letters are intended to enable proactive communication and keep everyone informed.

**Flexible Process**: FISCAL Tracking offers an efficient and intuitive tickler tracking process that can be easily adjusted to fit the specific needs of each borrower. The system includes built-in templates for checklists, letters, and reports, which can be easily modified to accommodate unique requirements. Changes to checklists, letters, and reports can be saved as new templates, allowing for extensive ad-hoc adjustments.

**Ease of Reporting**: The software offers ease of reporting and the ability to generate letters to request financial information. Reporting capabilities and the ability to generate letters for requesting financial information are included.

**Real-time Insight**: FISCAL Tracking provides a dashboard view of the entire loan exception tracking process, aiming to offer real-time insight. The system is designed to help prevent surprises by notifying customers and officers of upcoming due dates, ensuring smooth lending and portfolio management.

**Compliance Demonstration**: The vendor claims that compliance is easily demonstrated with the software, earning high marks from examiners.

**Adaptable Templates**: The software recognizes that small business lending is not one-size-fits-all and aims to provide flexibility to handle multiple guarantors and varying financial quality.

**Smooth Operations**: According to the vendor, with a clean portfolio and efficient operations, FISCAL Tracking aims to ensure a smooth and satisfactory experience for users.

FISCAL Tracking

Loan Servicing Software automates the loan lifecycle from origination, credit decisioning, payment processing and collections, to accounting and reporting.

Loan Servicing

FISCAL SPREADING

Loan Workflow

Tools used by loan origination and servicing and servicing agents to streamline their workflows.

Loan Document Management

This feature allows users to store, manage, and track all loan-related documents, ensuring compliance and efficient processing.

Loan Workflow Automation

This feature helps to automate various stages of the loan process, improving efficiency and reducing manual errors.

Loan Software Integrations

This feature allows lenders to access credit reports and scores from major credit bureaus, aiding in the credit assessment process, and integrate with CRM tools and third-party databases to manage borrower relationships.

Loan Reporting and Analytics

Allows users to generate various reports and analyze data related to loan origination and servicing, helping to make informed decisions.

Financial Reporting and Compliance

Financial statements and regulatory filings

Management Reporting

Tools facilitating creation of internal ad hoc or standard reports.

XBRL support for regulatory filing

Support for the XBRL standard reporting format for exchanging financial data.

Excel-based Reporting

Ad hoc or formatted reports using MS Excel.

Data Security

Tools and features that help keep data secure from unauthorized access or internal exposure.

At-Rest Data Encryption

Data at rest is encrypted, requiring decryption to read the underlying data.

In-Transit Data Encryption

Data is transmitted in an encrypted state, preventing interception of raw in-flight data.

In-Use Data Encryption

Data remains encrypted even when stored in non-persistent storage (RAM, CPU caches, and CPU registers). This prevents access to data through malware on an individual device.

Data Redaction

The product's capability to return redacted data in place of actual data when queried. For instance, a redacted query for the phone number 555-5555 could return ***-**55.

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FISCAL Tracking

Overview

What is FISCAL Tracking?