Name: FISCAL
Price: 5000 USD
Author: FISCAL SPREADING

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Development

Audit

Board Management

Business Intelligence (BI)

Collaboration

Enterprise Legal Management

Transportation & Logistics

Enterprise

Accounting

Anti-Money Laundering (AML)

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

HR Management

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

Application Delivery Controllers (ADC)

Bot Mitigation

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Mapping

Data Pipeline

Desktop Management

Desktop Outsourcing

Extended Detection and Response (XDR)

Fraud Detection

Hosted Virtual Desktop

IT Operations Analytics

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Network Performance Monitoring

Relational Database Management Systems

Smart Contracts

Tape Storage

Vulnerability Management

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Contact Management

Content Management

Contest Management

Digital Asset Management

Email Marketing

Gamification

Marketing Automation

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Multichannel Retail

Presales

Sales

Certificate Lifecycle Management

Database Security

GDPR Compliance

Security

Construction Accounting

Hotel Management

Loan Servicing

Vertical-Specific

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FISCAL TRACKING is a loan exception tracking software specifically designed for banks and credit unions. According to the vendor, this software aims to streamline the loan management process and provide real-time insights for loan officers, analysts, back office personnel, chief credit officers, and senior business managers. The software offers built-in checklists, standardized reports, and efficient communication features.

## Key Features

**Standardized System**: According to the vendor, FISCAL TRACKING provides a standardized system with built-in checklists, letters, and reports, aiming to make the loan exception tracking process efficient and intuitive. It is designed to handle complex relationships and loan management workflows.

**Consistent Communication**: The vendor states that FISCAL TRACKING offers a dashboard view that provides real-time insight into the entire loan exception tracking process, facilitating proactive communication across departments. Officer reports and customer letters can be generated easily, ensuring consistent and effective communication. The software also aims to help institutions demonstrate compliance.

**Flexible Process**: FISCAL TRACKING offers an efficient and intuitive tickler tracking process out of the box. The vendor claims that checklists, letters, and reports can be easily adjusted on a case-by-case basis, allowing for customization based on specific needs. Templates are available for extensive ad-hoc adjustments, and changes can be saved as new templates for future use.

**Checklists**: The vendor states that FISCAL TRACKING provides built-in templates for tracking loan documents and exceptions. Users can easily manage checklist items, streamlining the tracking process. The software offers an auto-advance feature to ensure a smooth workflow, and critical items can be flagged for prioritization.

**25+ Standard Reports**: According to the vendor, FISCAL TRACKING offers a wide range of detailed reports, including customer, category, and officer reports. Summary reports provide insights into aging, category, and officer performance, while related party exceptions and exposure can be easily tracked. The software also allows for risk assessment by analyzing portfolio concentrations.

**Borrower Letters**: Users can print or send personalized emails to borrowers directly from their server using FISCAL TRACKING. Multiple templates are available for different communication needs, and letters can be customized and personalized as required. The vendor claims that notifications for coming due and past due items can also be included in the letters.

**Quick View Dashboard**: The software's quick view dashboard provides an overview of customers with and without exceptions, displaying types of exceptions by category and aging. It also shows items received and coming due, making tracking effortless. Flagged items can be easily identified for priority attention.

Basic

FISCAL

Banking Software features customer account management and customer account portals for customer self-service, and also for customer support interaction, whether the customer is a person or company. It includes mobile applications with features for customer self-service and support for a variety of financial services.

Banking

FISCAL SPREADING

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Overview

What is FISCAL?