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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 CRA evaluations released

The Office of the Comptroller of the Currency has released a list of Community Reinvestment Act (CRA) performance evaluations that became public in July. Of the 42 evaluations, 33 are rated satisfactory, two are rated needs to improve and seven are rated outstanding. The banks receiving an outstanding rating are:

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