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.
CFPB tips for older adults and caregivers on avoiding scams during quarantine
The CFPB has posted a blog article, "Avoid scams while finding help during quarantine," offering advice to older individuals and their caregivers on how to protect themselves or their clients from scammers who are taking advantage of the added vulnerabilities older adults are exposed to during the COVID-19 pandemic. One of the latest scams involves scammers who offer to help with errands, and run off with the money.
The article also offered suggestions to those entrusted to manage someone else's money.