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.
Flood Hazard Training - PowerPoint
BOL user Brad Bullock of First National Bank of Midland put together a short PowerPoint presentation based on other BOL tools and his own training. He uses this for in-house training sessions on flood compliance. Not only does it present information, but it invites participation with question and answer slides. You can customize it for use in your institution, but note, this predates Biggert Waters and other changes and is a good starter document, but requires updating to be complete.
First published on 05/01/2006