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.
Commercial Loan Application ADDENDUM
BOL Advisory Roundtable member Cliffie Anderson borrowed the original Commercial Loan Application that Ellen Cavanaugh contributed to Toolsand then added additional disclosures for HMDA and Reg B changes.The loan officer starts with this form, makes a copy for the applicant and then uses the info collected to complete in-house documents.
First published on 01/15/2005