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.
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..
First published on 01/15/2005