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.
OCC CRA evaluation schedule for January–June
The Office of the Comptroller of the Currency has announced the release of its schedule of Community Reinvestment Act evaluations to be conducted in the first and second quarters of 2022. The list is sorted by state.