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.
Hold Mail Request & Tracking Form
BOL User BrendaC designed this form to request that all mail be held and to document customer requests for this service. It is meant to help ensure that the customer understands their responsibilities for retrieving and reviewing their statements on a timely basis.BrendaC says that while she doesn't necessarily recommend this service, this is an attempt to document the expectations on both sides as clearly as possible for those banks that decide they are willing to accept the risk.
First published on 12/01/2007