Supporting Systems Loan Software

Our supporting system’s software, helps to meet, exceed, and enhance your Consumer Lending or Wholesale Lending needs. These products will give your institution a professional image by implementing solutions geared toward storing, compiling, and accessing customer data.

• Customer Information File

  The Customer Information File (CIF) software from GOLDPoint Systems allows you to use multiple search criteria and reports to quickly access each customer's entire history with your institution.

  Using information from the CIF system, you can better determine how to market your products and make each of your customer relationships as profitable as possible.

  This system enables you to store name and address data for all your customers. It provides you with the ability to group customer relationships and display a comprehensive list of data.

  By allowing for the setup of combined statements, combined checks, alternate mailing addresses, secondary addresses, property addresses, detailed name information, detailed address information, etc., the CIF system will help your institution better utilize its resources and serve your clients.

• Process Monetary Exceptions

  GOLD ExceptionManager^™ (GEM) software from GOLDPoint Systems is a state-of-the-art application that allows you to process your monetary exceptions.

  With GEM, your institution can better determine whether or not to return deposit checks, loan checks, and/or transactions from the Automated Clearing House (ACH). You can also use this program to automatically assess fees and produce detailed information to aid in the decision-making process.

• Financial Status Reports

  Executive Information System (EIS) software from GOLDPoint Systems is a must have for all financial executives.

  EIS is a series of financial status reports that are created each day and sent via e-mail to individuals who have been designated by your institution. The reports, generated from the Loan, General Ledger, and Deposit Systems, provide in-depth summaries about your institution's current financial situation.

  The EIS utilizes a PC program that has the ability to create graphs and charts based on your data, link to other existing reports, and provide historical information so you can make accurate, easy comparisons between past and present statistics. With so much valuable information, it will be the first report you'll want to review each day!

• Custom Reports (Ad-hoc)

  The GOLDWriter^® online reporting module simplifies the process of gathering, selecting, and reporting data from other areas of the GOLDPoint Systems.

  With its Windows® interface, GOLDWriter allows you to quickly print reports and/or download data for use in other applications, such as spreadsheets and word processing files. Furthermore, this system allows you to mine information from related records so you can easily create large-scale reports.

  With powerful sorting, totaling, and data gathering features, GOLDWriter is capable of handling all your ad hoc reporting with unmatched flexibility and accuracy.

• Report Extraction

  With the Report Manager software from GOLDPoint Systems, data is just a click away. Report Manager allows you to extract data using several simple methods so you don't have to manually transfer information from one report to another.

  By filtering information from a report as well as creating and manipulating spreadsheets, Report Manager is easy-to-learn and beneficial-to-use. This system allows you to create templates that can be used over and over again to extract data from a report. In addition, it provides you with the ability to gather and filter data from multiple reports and compress that data into a single spreadsheet.

• Automatic Report Printing

  GOLDPrint^® software from GOLDPoint Systems works while you sleep by automatically downloading any hard-copy report you want, to printers and/or text files during the after hours.

  Once setup is performed, GOLDPrint generates reports without user intervention and downloads reports to multiple printers and/or computers on a network. Additionally, GOLDPrint can reprint reports that have been previously downloaded.

• Electronic Report Storage

  GOLDView^® electronic storage software from GOLDPoint Systems gives you immediate access to stored reports without ever leaving your PC.

  GOLDView utilizes a powerful search engine and graphical user interface to help you find and view reports stored both online (GOLDPoint Systems host computer) and offline (CD-ROM & DVD-ROM). With GOLDView, you'll be able to easily search, retrieve, print, export, and store the reports you need.

  • Powerful search capabilities
  • Page-sensitive print capabilities
  • Compact report storage-3.8 million pages
  • Extract data to use with other programs

• Electronic Check Imaging

  The Check Imaging software from GOLDPoint Systems allows you to cut out all the time, sorting, and hassle of handling your customers' checks by electronically storing the data for you.

  With Check Imaging, your customers have instant access to copies of their personal checks via the Internet or at a teller window. They can also receive proof-of-payment, signatures, amounts, and endorsements by simply clicking a button.

• Electronic Document Imaging

  Critical internal and customer documents are available in one easy to us interface.

  Electronic Document Imaging can organize your favorite Customers, Transactions, Statements, Reports and Documents into one area. Searching for Items, Reports, Statements or Customers can be accomplished simply by filling in the criteria you wish to search on, on predefined forms. Here are some other features:

  • Folder lists provide Private and Public views into the archive from any PC at your institution
  • Quick search by entering in account name or number
  • PDF format is used to view and print items
  • Security authenticates users using their current Windows login and password.
  • Document and content level security is included to protect information from being viewed by unauthorized personnel
  • Only Internet Explorer and Adobe Acrobat Reader are required on a PC in order to use
  • As files enter the system they are automatically indexed and stored in a database
  • Allows you to link to images, transactions, and related documents from another document