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 compendium of guidance issued
Last week, the CFPB released a Compendium of Recent CFPB Guidance, including CFPB Circulars, Bulletins, Advisory Opinions, and Interpretive Rules issued from November 2021 through December 2024. The Compendium comprises 42 documents issued by the Bureau during that period for a total of 363 pages in a PDF format.