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.
Last-minute PPP guidance and notices from SBA
In advance of today's scheduled full reopening of the PPP portal, the SBA on Sunday issued additional guidance and two procedural notices for lenders.
- Guidance: How to calculate First Draw Paycheck Protection Program loan amounts and what documentation to provide—by business type
- Procedural notice: Resubmission of Loan Forgiveness Applications Using Form 3508S, Lender Notice Responsibilities to PPP Borrowers, and Offset of Remittances to Lender for Lender Debts (10/15/21) (Download notice link on page).
- Procedural notice: Paycheck Protection Program Excess Loan Amount Errors (10/15/21) (Download notice link on page).