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Agent library / Compliance and risk / Exam and audit response package

Exam and audit response package

When an exam or audit request list arrives, PitCrew maps each request to your records and PitCrew run history, assembles the package item by item and flags what needs a person.

When it runsWhen a request list arrives
Who approvesCompliance
Works withDocument storage, run history
Get in touchDescribe your version of this task

How it works

5 steps. A person decides at the end.

  1. Reads the request listEvery item
  2. Finds the recordsFor each item
  3. Assembles the packageItem by item
  4. Flags gapsItems needing a person
  5. A person approvesCompliance reviewsBefore it goes out

What it reads and what it produces

Reads

  • The request list
  • Your records
  • PitCrew run history

Produces

  • A response package
  • Gaps to fill

Rules it follows

  • Never sendsCompliance sends.
  • Links the sourceFor every document.

Questions firms ask

Last updated: October 2026

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

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