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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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NCUA and SBA loan programs webinar

The NCUA and SBA have announced they will co-host on October 1 “The Big Picture of SBA Lending for Credit Unions—Part 1,” a webinar that will discuss:

  • A brief history of the SBA;
  • SBA benefits to a borrower and to a credit union;
  • An overview of SBA programs; and
  • How offering small business loans may align with a credit union’s mission.
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