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.
Death Notification Procedures and Form
BOL User Cindy Williams came up with a very comprehensive set of procedures, and an accompanying form, to ensure all affected units receive notice of the death of a customer and take appropriate steps.You'll want to customize it for your own use, taking into consideration any state law requirements that are applicable to your institution.
First published on 01/15/2005