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 updates Small Business Lending Filing instructions guide
The CFPB has issued the 2025 Small Business Lending Filing Instructions Guide, which updates dates used in the filing instructions to correspond with the new compliance dates for the rule. Additionally, the Action Taken Date and Application Date data point examples have been updated to reflect the new compliance dates and use year 2025.
The Bureau also updated other Small Business Lending reporting resources to reflect the extended compliance dates.
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