GOLDPoint Systems’ 2022 In Review: Last Year’s Development Highlights

2022 was a big year for GPS and its clients. Bigger and bolder steps were made towards our all-Web future. In the meantime, we serviced a ton of loans and made our institutions a ton of money. It’s evident that 2023 is shaping up to be a productive and lucrative year!

In continuing an annual tradition, we combed through last year’s Update and What’s New releases to list the biggest and best development highlights made possible by GOLDPoint’s hardworking employees in 2022. Follow the links below, check out the Help Center or talk to your account representative for more information about the new features and options listed here.

New Apps

Several new applications were added to the App Portal this past year:

• The Customer Activity app can be used to view information about the system activities carried out by users (transactions, file maintenance, etc).
• The Customer Credential app is a streamlined and accessible way to manage your customers’ login credentials, view and edit a customer’s credential information, restrict or unlock users and generate new passwords.
• The Security Menu apps (Security and Third Party Security) are now available for your institution to define security credentials for users accessing the App Portal.
  

New Screens

New screens have been added to CIM GOLD to further diversify your options in servicing customer accounts:

• The Checklist screens allow you to set up task lists for your employees to reference and check off as tasks are completed.
  

• The Model Type and Subtype screens have been added to the Dealer Setup system so your institution can use model types and subtypes with promotions.
• The Dealer Setup Risk Grade screen is used by one of our institutions to create risk grades and assign them to dealer plans.

New Institution Options

New institution options have been programmed as we continue customizing our system to fit our clients’ needs:

• Option RPOD requires payoff descriptions to be entered before a loan can be locked for payoff.
• Option R1GL moves negative reserve balances at payoff to a special State National G/L account (part of a project to integrate our system with State National’s force-placed insurance policies).
• Option C360 adjusts the system to calculate credit reporting account status on a 360-day basis rather than 365.
• GOLDTrak PC option IDC_EXISTING_LN_IGNORE_ID_TYPE removes the ID type restriction from system searches (so all results tied to the SSN, both individual and business, will appear in search results).

New Fields, Codes and Features

Not every change is as grandiose as a new screen or program. Sometimes, all a client needs is a new field or option:

• A new transaction field for tran codes 660 and 2608 lets the user designate an event letter 42 number that will send when the transaction processes.
• A new Late Code (32) has been programmed for an institution’s work in Kentucky.
• A new rate-based Amortization Method(18) is available to give institutions more control over the start date and number of periods for fees.
• Two new Hold Codes are available to block mobile payments and hide customer accounts from mobile access.
• New buttons on the Customer Search screen and Collateral tabs allow users to search CIM GOLD for customer accounts by VIN#.
• A new enhancement to the securitization process allows closed loans to be included in investor pools.
• New enhancements to the process of searching for employee security profiles in CIM GOLD speed up loading times and allow for more filtering options.
  

Other Announcements

• Remember to check out the recently enhanced tutorial section of the Help Center. Our library of how-to videos has been bolstered by the inclusion of GOLDPoint University tutorials.
• Remember that DocsOnWeb will be shutting down on January 10^th. The Help Center will be the one and only stop for all GOLDPoint System help resources going forward.
  
  RIP

We hope everyone reading this has a productive and fulfilling 2023. If your institution is interested in any of these new features or can think of an entirely new one that would attend to your specific needs, reach out to your GOLDPoint account manager and let’s discuss it!