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.
Insurance Disclosures - Reg. Z & Consumer Protection in Sales of Insurance
Barbara McGuire of UMB Financial Corporation has provided us with this insurance disclosure requirement tool. This one-page document breaks down the requirements and effects of insurance disclosures under Reg. Z and the Consumer Protection in Sales of Insurance.
First published on 11/01/2005