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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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Updated HMDA compliance guide posted

The CFPB has posted version 4.0 of its HMDA Small Entity Compliance Guide to incorporate the provisions of the final rule issued on October 10, 2019. The Bureau also eliminated outdated content.

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