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.
Pam Zbylut put Reg O in a box! By making the box fairly devoid of "regulatory gobbletygook", Pam reports it works well for the loan officers.
Heather Carlson created a training tool for the 2018 HMDA data collection.
From AccuSystems, this is a free whitepaper coming from a study of 82 community banks. 76% consider their loan management at least “moderately efficient." Explore some best practices for streamlining your operations.
From our friends at AccuSystems, this is a free spreadsheet to track exceptions. It includes the basic logic from its exception management software made simple.
A chart in tabular format that compares and contrasts the Servicemembers Civil Relief Act and the Military Lending Act.
With the input of the loan balance, property value and type of property the spreadsheet calculates the minimum flood coverage required.
Confused by the TRID date rules? Based on the application date, when is the Loan Estimate required to be delivered, when is it considered received, how do Changed Circumstances change things, when are Closing Disclosures required and when can you close the loan?
This is an easier to understand version of the ATR requirements.