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.
Environmental Risk Policy & Program
Any time you loan money on real estate or, worse yet, have to foreclose on real property, there are environmental risk implications to consider.Upon the request of a BOL user, we've unearthed an environmental risk policy and program that Mary Beth Guard drafted back in 1993.If you don't already have such a policy and program, review this to determine where to start.If you do have one, you may still want to take a peek to see if it covers areas yours doesn't.
First published on 01/01/2003