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.
GFE Changed Circumstance Checklist
The RESPA rules are confusing, and inaccurate cost estimates can be expensive in more ways than one. The chant in many loan departments is "document, document, document" and that is what this form from Bridget Castle (BOL user bcastle) does. The form may be used by your institution in order to document a changed circumstance.You can require that a copy of the form be included in the loan file to assist the bank for audit purposes and to ensure that loan processors understand that a changed circumstances is a defined event and not arbitrary.
First published on 02/05/2010