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.
CDFI certification open
The NCUA has announced that federally insured low-income credit unions can now apply for certification as community development financial institutions through the streamlined application process developed by the regulator and the Community Development Financial Institutions Fund. The NCUA will host three streamlined CDFI-certification application rounds in 2017, the first beginning today and running through March 17. The second round runs from May 1 through May 26, and the third round runs from August 7 through September 1.
print
share