Skip to content

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.

Click Now!

HMDA Input Reporting Worksheet

Here's a handy worksheet, designed by Nancy Anderson of Stockman Bank, updated for 2004 by Dan Persfull of The Peoples State Bank, to help lenders capture data necessary for HMDA reporting. It's in Word .doc format.

Dave Majowski of Farmers-Merchants Bank & Trust Co. provided a HMDA Input Reporting Worksheet that he uses.He validates all information compiled on this sheet by loan officers, calculates the rate spread if necessary, then keys it in the HMDA software. It's in Word .doc format.

Dan also provided a separate HMDA Data Collection form for those times when GMI is required, but a URLA 1003 isn't used.

First published on 01/01/2004

Filed under: 
Filed under compliance as: 
Filed under lending as: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Tools