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.
All Banker Tools
Risk rating new accounts can be difficult and the process was made more difficult with the rules involving internet gambling.
Census data is out there, but it's nice to have it organized for you. Here is the 2005 Estimated Median Family Income.
This resource lists the latest revisions to CRA regulations and what it means for banks, especially for intermediate small banks, and the scope of their CRA examinations.
BOL 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.
This sample investigative report was created by BOL Guru Dana Turner.
This tracking report form provided by Bob Simpson of Machias Savings Bank, will be useful to follow up on those outstanding audit issues.You complete the audit, weaknesses are foun