#825 confirmation letters
If your agency is subject to an annual audit, you are likely required to send letters to your borrowers confirming their loan balance as of the end of the fiscal year. Supplement #825 Confirmation Letters is designed as a tool to assist with this task.
This supplement produces letters for mailing to your borrowers, specifying the loan balance as of a cutoff date. An option is available to also include loan closing date, loan amount, maturity date, payment amount and frequency, and interest rate. Opportunity is given for the borrower to indicate their agreement or
disagreement with the loan balance. You can include all loans, or select by loan fund, loan number, status, or even optional field. Confirmation Letters setup allows you to enter the auditor's name and address, as well as who will be signing the letters and their title. The export feature allows you to use word processing to format as desired, which might include printing on letterhead.
This supplement produces letters for mailing to your borrowers, specifying the loan balance as of a cutoff date. An option is available to also include loan closing date, loan amount, maturity date, payment amount and frequency, and interest rate. Opportunity is given for the borrower to indicate their agreement or
disagreement with the loan balance. You can include all loans, or select by loan fund, loan number, status, or even optional field. Confirmation Letters setup allows you to enter the auditor's name and address, as well as who will be signing the letters and their title. The export feature allows you to use word processing to format as desired, which might include printing on letterhead.
costs
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# Licensed Users
1 - 2 Users
3 - 4 Users
5+ Users
|
Purchase Price
$200.00
$250.00
$310.00
|
Annual License/Maintenance
$30.00
$37.50
$46.50
|
