Skip to content

Examples of One-Time Tasks Tracked in a Tickler File

What types of one-time events are tracked in tickler files?

Depending on the customer type and account, there can be a variety of one-time tasks that must be tracked in a tickler file. Examples may include confirming the receipt of the title policy, recorded mortgage / deed of trust, or initial UCC filing statement.

Learn more tips for using tickler files.


AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 03/07/2021

Filed under: 
Filed under lending as: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics