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.
Technology Tools
Loan Management Study
09/25/2017From 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.
Exception Spreadsheet
05/17/2017From our friends at AccuSystems, this is a free spreadsheet to track exceptions. It includes the basic logic from its exception management software made simple.
TRID Date Calendar
10/02/2015Confused 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?
Director Education - E-Fraud
03/01/2013BOL user, Devil Queen, has submitted another tool. This one is for training. This is a brief 12-slide PowerPoint presentation directed at the board of directors.