Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
Gathering Demographic Info under HMDA
Heather Carlson created a training tool for the 2018 HMDA data collection. She uses it as guidance for Mortgage Loan Originators to help ensure accurate information is obtained according to the bank's procedures and HMDA.
This is a training tool and Heather notes the drop down options don’t work. Those will be from your loan software, or you can build that into an XL or an Acrobat form. This PDF is not intended to be functional, it is a snip of a screenshot from LOS software. Yours may vary. I would recommend that other banks use a picture of their own if it looks vastly different.
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