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.
Fair Lending Training
From A.D. Virr this PowerPoint has some basic fair lending training. It needs to be brought current, depending on when it is used, with more recent enforcement actions. This is a sound starter document.
First published on 03/01/2013