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.
Lobby Notice Requirements Chart
Want to be certain you have all the required lobby notices posted in each place where they need to be? Barbara McGuire has developed a chart that makes it easy. It notes each of the lobby notice requirements, where they must appear, the underlying regulation, and any special instructions that should be observed.
First published on 01/15/2005