Risk Management and Compliance Solutions for Credit Unions and Community Banks
ExpressHold 2020Full featured deposit hold calculator with printable hold notice form. Configurable to comply with future CFPB availability amount changes. There are no macros in the document, so it should be IT friendly.
You can input your institutions name, phone number and internal limits. A notice to your member/customer can be printed with all of the hold details. Documentation of the assumptions and hold details are included on separate tabs. Contact me if you would like a further customized version for your organization. |
CECLEstimate your CECL requirements using free NCUA data available online. This tool includes analyzing the credit union industry for true PEER comparisons. Why pay thousands per year for a third party tool if your portfolio is not complex? The model uses the "pools" that are already part of your 5300 reporting. Available for download soon!
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