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.
Regulation B - Required Signatures
This flow chart helps make clear whose signature you can require on what documents under the Equal Credit Opportunity Act.We prepared it based upon a chart developed by the Philadelphia Federal Reserve Bank.
First published on 01/15/2005