TicklerTrax™ Exception Spreadsheet - Bank Document Tracking Sheet

TicklerTrax™

Know Your Options Before Downloading

Welcome to the TicklerTrax™ download page. Before you get your free copy of TicklerTrax, we thought you might want to learn a little more about our other products. As great as TicklerTrax is, it’s still a spreadsheet. To properly manage your financial institution’s exceptions, you deserve so much more. That’s why we’ve built our AccuAccount and Tickler products. AccuAccount is used by 15,000+ bankers worldwide to manage more than 2.1 million commercial loans and $100 billion+ in assets. Take a tour of our products today.

Integrated Exception Management

AccuAccount 15,000+ Users

Exceptions
Imaging
Integrates to 30+ Cores
Notice Letters
Reporting
Workflow
Enterprise Software

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Standalone Tickler

Tickler Tracking System 1,500+ Users

Exceptions
Core Integration
Notice Letters
Reporting
Desktop App

Free Demo

Exception Spreadsheet

TicklerTrax 800+ Users

Track Exceptions
Spreadsheet
That’s It!

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What is TicklerTrax?

Technology firm AccuSystems has built this tool for community banks who are manually tracking exceptions. Although using an integrated exception management software is the best solution, we realize that not every bank has the budget for a new technology system. In order to download this file, you will need to have the Microsoft Office Suite (2010/2013/2016) installed on a Windows computer. This spreadsheet runs using the Microsoft Excel program. Please note that this spreadsheet requires the use of macros, so please check with your IT department before installing. For a brief tutorial about how to use this resource, click here.

Easily Add New Exceptions

Submit a simple form in the spreadsheet to add a new exception.

View & Track Exceptions

See which lenders, branches, or document types have the most exceptions.

Simplify Reporting

The spreadsheet’s intuitive dashboard helps you quickly refine your reporting process.

TicklerTrax

About AccuSystems

AccuSystems is a top-rated exception and imaging software provider, trusted by more than 15,000 bankers to manage over $100 billion in combined assets. Our electronic imaging and intelligent document management tools make AccuSystems the clear choice for loan file imaging and advanced bank document management.

Chat Now with a Document Specialist