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 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