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 Data Input Worksheet
BOL User Suzy Hall of Park Avenue Bank has contributed a commercial loan input form and instructions in Excel .xls format, with the background and instruction page in PDF.This form has been shared with other BOLers and is posted here to meet popular demand. If you are using this for general loan production information to facilitate data input into a LAR, or are using it to verify LAR entries, we hope you'll find this customizable tool very helpful.
The PDF companion background and instruction page is the Commercial Loan Data Input Instruction sheet.
First published on 01/15/2005