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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.

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ARM Disclosures - Disclosure Spreads

BOL Advisory Roundtable member Al Miller has provided four spreadsheets he uses for disclosure spreads on ARM loans. Historical rates and other terms may require updating for your products..

Office spreadsheet icon HELOC @ Prime - 1/4% (including discount for automatic payments)
Office spreadsheet icon HELOC @ Prime + 4% (- 0.20% for automatic payments)
Office spreadsheet icon 1-year Treasury ARM
Office spreadsheet icon 3/1 Treasury ARM
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First published on 01/15/2005

Filed under: 
Compliance
Lending
Filed under compliance as: 
Reg. Z
ARM
Disclosures
Real Estate Lending
Filed under lending as: 
ARM
Disclosures
Reg. Z
Real Estate Lending

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