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.
Predatory Lending Spreadsheet
Need information about predatory lending laws? BOL User Shelley Armentrout has prepared an Excel spreadsheet to help keep it all straight. It was developed to help keep her institution from originating predatory loans. Have additional data you could add, please let us know. This chart is 10+ years old now and laws may have changed.