Risk Management

Xtria takes a structured approach to helping our lending industry clients mitigate uncertainty related to a threat to the safety and security of their business assets. Our Tickler Tracking System is a powerful document tracking system for the lending industry. Tickler automates document control and management, mitigating risk by reducing exposures due to missing, expired or improper documentation. And it eliminates the need for labor intensive and inaccurate manual processes, index cards and rolodexes, as well as confusing spreadsheets.

Manage your loan portfolio more efficiently.

Being able to quickly track documents and satisfy all regulatory requirements is critical to protecting and growing your loan portfolio. But it doesn't have to be difficult. With Tickler Tracking, you can manage your loan portfolio more easily, prevent exposures, improve service levels, and increase productivity.

Sample Tickler letter
Tickler Data Caddy