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 - Large Bank Worksheet
Bonnie Mizrahi contributed a document she developed for CRA loan data when she used to individually input loan information. This form, CRA - LOAN INFORMATION SHEET - Addendum to Credit Memorandum can become a part of the loan package paperwork so that CRA credit is not missed.
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