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.
CRA Community Development Loan Report
Susan deFreese provided this CRA Community Development Loan Report form that she developed and uses system-wide. She says it is a challenge to get loan officers and loan administrators to identify community development loans.The form certainly goes a long way toward solving that problem!
First published on 01/15/2005