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.
Account Opening Worksheet
A BOL user contributed a worksheet developed by his operations area to be used for accounts opened in circumstances when the applicant is not present in person or all signers are not present.
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