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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.

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Loan Management Study

09/25/2017

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.

TRID Date Calendar

10/02/2015

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?

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