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.
FACT Act Medical Information Training
BOL user Lady Lois Lane used her peers' questions and answers in the threads as a key component in the development of her PowerPoint training program on the Medical Information requirements. This FACTA rule wass effective April 1, 2006. Here is a 17 slide program to assist you discussing what is allowed, what is not, how it can affect your loan decision and pricing and more.
First published on 02/01/2006