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.
Urgent needs grants available from NCUA
The NCUA has posted a press release announcing that federally insured, low-income designated credit unions that experience unexpected costs as a result of COVID-19 can request urgent needs grants. The NCUA’s Office of Credit Union Resources and Expansion can provide grants up to $7,500 to low-income credit unions for:
- Hardware, software, or other equipment to help them provide financial products and services from remote locations;
- Consulting services to develop programs and partnerships to assist those affected by COVID-19, such as small businesses or schools; and
- Developing marketing materials to assure members their insured deposits are safe.