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.
Community Development Tracking Forms
Dawn Lowrie developed these templates to use as worksheets on community development investments, loans, donations and services. Each form answers the specific questions the OCC posed during her bank's exam and were developed with input from their request. She scans in copies of documents pertinent to the investment/donation and provides the examiners with both a hard copy of these docs and a CD ROM version of the bank's file.
First published on 01/15/2005