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: Avoiding reverse-mortgage scams
The CFPB has posted a Bureau Blog article, "Avoid reverse mortgage scams," explaining reverse mortgage shopping scams and how to avoid them. As a result of the economic uncertainty caused by the COVID-19 pandemic, scammers may be targeting older homeowners through reverse mortgage schemes. The article describes several such schemes, and offers tips on how to avoid them.