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.
HMDA Refi Cheat Sheet
Here's a training handout designed by Jeanette Nichols CRCM. She served as Compliance Officer and HR Director for First Colebrook Bank prior to retirering to Nevada. She contributed graphical cheat sheet to act as guidance on the HMDA reporting of refinanced loans.
This is a resource staffers should have available for quick reference, but note, this is pre-2018 HMDA.
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