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.
CRA Codes for Small Business Loans
The CRA file specifications describe the format used when sending automated CRA data to the Board of Governors. Many of the key codes begin on page 22 of the linked document, for 2016.