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.
From David Dickinson and Banker's Compliance Consulting, there are now two versions of this Excel spreadsheet which calculates escrow deposits. Version 3.0 calculates escrow deposits as defined in Section 1024.17. It also tells you the amounts to disclose on the closing documents. Version 2.0 is for applications prior to October 3, 2015. It follows RESPA Section 3500.17 and the HUD-1/1A. Both are Excel documents.
First published on 01/15/2005