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
BOL User Ellen Cavanaugh has contributed a commercial loan application in Excel .xls format.Ellen indicates that it is password protected, but no actual password is assigned.Please note that the tab key will move you through the form. Use the mouse to check any boxes.Ellen has put things in red that are bank specific.They need to be changed to customize the form to your institution's needs.
First published on 01/14/2005