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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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OCC Community Developments Investments newsletter

The OCC has announced the publication of a new edition of its Community Developments Investments electronic newsletter entitled "Small Multifamily Rental Property Financing." Articles include:
  • How banks finance small multifamily rental properties for their own investment portfolios or for sale into the secondary market
  • Partnership with Community Development Financial Institutions
  • Reviews of current OCC supervisory policies for the financing of multifamily properties as well as how these financing activities may qualify for consideration in a bank's Community Reinvestment Act examination.

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