Documentation Tracking: Portfolio Management

Our most recent Lunch and Learn session was on Documentation Tracking Portfolio Management.  We discussed using the Advanced Search to narrow down your ticklers based on type of exception, or number of exception days, or other criteria. Using the Advanced Search...

LMS Ongoing Configuration

We have welcomed many new customers so far this year!  Part of your ongoing maintenance of the LMS includes making necessary configuration changes with changes to your loan policy, procedures, or to better fit the needs of your organization.  Sometimes changes are...

Loan Presentation Narratives

We are rapidly headed toward our Fall release, which includes a re-write of Loan Presentation.  With this release, the Customer and Loan Narrative as they exist today will be changing dramatically.  Below are some of the key features that will be included in the new...

Detail Collateral Listing

The Loan Management System (LMS) allows you to create an unlimited number of collateral types, and associate a Wholesale percentage to each type.  But what happens if your collateral is something like a security agreement that covers equipment, inventory, accounts...

Merging Customers: Why and How

The topic of our Lunch and Learn session this week was Merging Customers.  Merging is the process of combining two customer records within the LMS software into a single record. There are several scenarios under which a merge should (or should NOT) be used: If a...