Have You Seen What GOLDPoint Systems Has Been Up To Lately?
We've had hundreds of new releases and updates in the past few years. Here's a highlight of the really important stuff:

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Ask Robert! Published to Website
Anyone currently live on our system knows and is grateful for Robert. He's our gracious know-it-all when it comes to using our system, troubleshooting and answering questions for clients. He's been busier than usual lately, so we developed an AI to help him answer questions and be more available. Ask Robert! is available 24/7 in the bottom right corner of any of our website pages. If you have any questions, please try Ask Robert! first. We'd love to know what you think of him.
Ask Robert! Published to Website
GOLDTrak Online (GTO)
Affectionately called GTO by its users, this browser-based origination powerhouse can be used to complete every step of the loan origination process.
GTO communicates with the Automated Workflow Engine (AWE) and integrates its decision-making processes (in fact, AWE functionality is a requirement for using GTO).
GTO also communicates with the Document Engine to integrate your institution’s origination docs with your applications.
Consumer Application
Among the top features in our new Consumer Application is our one-of-a-kind ancillary product tool, which allows consumers to purchase add-on products (like loan insurance) within their loan application process, with accurate price quotes and disclosures provided to the applicant in real time.
Consumer Application
2023
Global Tables
This new web app streamlines the process of creating, editing, viewing, importing, exporting, and deleting evaluation and data tables. These tables can then be easily used in other GOLDPoint programs, most notably the Automated Workflow Engine.
Automated Workflow Engine
The AWE is a web-based service that allows your institution to fully customize automated processes - called engines - that define parameters for accepting, rejecting, or otherwise responding to loan applications.
Read all about it: Welcome to the Automated Workflow Engine
Automated Workflow Engine
Authentication Questions
A new tab on the Customer Relationship > Households screen allows you to create security questions and answers as a tool for verifying a customer's identity.
Help Center: Customer Support
This new and improved website serves as the repository for all GPS help documentation. The Help Center replaces DocsOnWeb (and F1 Help) and boasts improved searching, navigation and expanded resources for helping users get the information they need.
If you need help: Welcome to the Help Center
Help Center: Customer Support
Pay-By-Text
Your institution can now offer customers the option to make loan payments by text.
Instant Funding to a Debit Card
Your institution can now fund customer loans directly to their eligible debit or pre-paid card.
See: How Our Partnership with REPAY Allows for Instantly-Funded Loans
Instant Funding to a Debit Card
2022
Amortization Schedule Screen
This new Loans screen is a useful tool for calculating, creating and printing hypothetical amortization schedules for a customer account. You can use these fields to calculate unknown pieces of amortization information, such as determining a hypothetical interest rate, P/I payment or loan term, based on the info provided.
GOLD ExceptionManager Added to CIM
GOLD ExceptionManager Added to CIM
Borrower Relationship Management
Every borrower comes with a unique ID that makes searching, managing and scheduling a breeze. Our BRM features a robust notification system, inclusive log on all borrower activity, flexible payment scheduler, variety of payment options, contact queues, collection queues, account management online or in-branch.
2021
Loan Portal
This simple, web-based application allows investors of your institution's security-backed loans to view information about the loan accounts they are funding.
Loan Portal
7-Day Processing
GOLDPoint now processes in the afterhours, 7 days a week, 365 days a year. For your institution, this means more updated books, timelier payment recording and more accurate accounting.
Learning Management System (LMS)
GOLDPoint has improved the training materials we provide so your employees can better understand our software (and work it more efficiently). Tools are also available to track training progress.
Manage more learning: Learning Management Systems for Software
Learning Management System (LMS)
New Screens for Accessing ATM Information
Two new Cards screens are available for institutions that use online ATM processors. The Comparative Totals screen can be used to compare your institution's system history with the ATM vendor history, while the Online ATM Journal screen provides access to ATM transaction history.
2020
Third-Party Underwriting
GOLDTrak PC now allows for third-party underwriting services.
Third-Party Underwriting
OFAC Overhaul
GOLDPoint has overhauled its OFAC search screen and reporting setup. The new and improved version of the Miscellaneous > OFAC Search screen includes system history of previously run searches as well as improved implementation of all United States security lists. The new and improved version of the OFAC Report (FPSDR338) consolidates the functions of all previous reports into one report.
New Screen for Printing Checks
The Reserves and LIP Check screens have been consolidated and replaced by a new check printing screen, simply called Checks. This screen allows your institutions to print funding and reserve checks within CIM GOLD.
New Screen for Printing Checks
Alternate Recurring Payment Frequencies
GOLDPoint Systems has implemented functionality that allows your institution to set up recurring payment schedules that differ from the loan frequency. For example, let's say a customer's loan frequency is monthly but they want to make multiple smaller payments each month. To accommodate this customer, you can now set them up with recurring payments on a weekly, bi-weekly or semi-monthly basis.
Mnemonic Dictionary
A dictionary of mnemonics used in GOLDPoint programs is now available for searching and reference purposes. This dictionary is organized by Host record, with each page listing the mnemonics within that record. Additional information (when applicable) includes each mnemonic's Host description, a CIM GOLD field location, field entry, GOLDTrak PC boarding transfer fields, etc.
Mnemonic Dictionary
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