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.
Clean Desk Checklist
BOL User Jan Hannon is sharing one of the tools she uses in monitoring compliance with her institution's Customer Information Security Policy.The tool is a "Clean Desk Checklist" and it is in Excel format.