Client Data and Reporting
Account Setup
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New Sales / Account Setup

New Sales / Account Setup
You may set up your sales/account for servicing either by filling out a simple one-page form or by transmitting a file to be downloaded directly into our system. Whichever method you choose, all sales/accounts are generally set up within 48 hours of receipt, and are fully validated to ensure all necessary information is present, including phone numbers, address, and social security numbers.

We are programmed to accurately service and report on many types of loan amortization, including:
  • Simple Interest, calculated daily, paying monthly
  • Simple Interest, calculated daily, paying quarterly
  • Monthly Payment Schedule Amortization
  • Variable Rate
  • Balloon
  • Rule of 78’s
We are programmed to accurately service and report on many aspects of fee account servicing, including:
  • Annual Payments
  • Quarterly Payment
  • Monthly Payments
  • Finance Charge
  • Late Charge
  • Multiple Reminder Notices


 
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