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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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New CFPB guide for family members of elders

The CFPB has issued a new guide, Preventing elder financial abuse: Guide for family and friends of people living in nursing homes and assisted living communities.

The guide walks through four steps to fighting elder financial abuse: Prevent, Recognize, Record, and Report. It lists red flags to watch for, shares some common scenarios, and includes resources that can be used to help loved ones.

The Bureau also released a quick reference handout on reporting elder financial abuse.

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