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.
Cheat Sheet for Adverse Action Notice Completion
There's the ECOA adverse action notice.Then there's the FCRA adverse action notice.Different guidelines apply to when they're given and to whom they're given.Buffy Dyess has constructed a Cheat Sheet to help you understand what to complete and who to give it to!
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