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.
SAFE Act Training
QCL-MamaBEAR created a PowerPoint training presentation that has become very popular in the threads. She has had it requested so many times after offering to share it, the only way to keep up with demand was to make it available to everyone. The 20 slides are suitable for training management and Mortgage Loan Officers on the basics of the Act including some background, who the Act applies to, registration (including updates, renewal and costs), and examination basics.
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