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.
Data Processing Services Agreement
BOL Guru Dana Turner has graciously consented to allow us to post two excerpts from his Business Continuity Manual. This tool provides sample agreements for data processing and site use as a part of a disaster recovery/business continuity plan.