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.
Customer Information Risk Profile
BOL user Jamie Fritz has developed a Customer Information Risk Profile form to help CSRs gather and document the appropriate information to help assess the risk posed by a particular customer.
First published on 06/01/2005