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.
CFPB symposium on access to credit
The Bureau has posted an article announcing the agency will hold "Building a Bridge to Credit Visibility," a day-long symposium, on September 17 from 8:00 a.m to 4:45 p.m ET at its headquarters in Washington, D.C. The event is open to the public but space is limited and an RSVP is required. The event will also be livestreamed.