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.
Bureau offers support for organizations serving economically vulnerable
The CFPB has announced it is looking for about 40 organizations that are interested in using the Bureau's toolkit, "Your Money, Your Goals," and related materials to help build the financial well-being of the people they serve. Members of the Your Money, Your Goals 2019 cohort will receive training, materials, and technical assistance, including support to develop and execute their "Your Money, Your Goals" implementation plans.
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