PROFESSIONAL SERVICES

Professional Services

  • Trust Accounting Audit Preparation

Utilizing the i-Trust software, we can enter all transactions in the system from manual records, reconcile the bank account (s) and get the trust accounts ready for an audit.

  • Loan Document Preparation

Utilizing the i-Loan PRO software, we can generate, print and email loan documents, including TRID documents for private money loans on residential owner, non-owner, commercial, rehab, construction loans and HELOC loans for California only loans.

  • Data Correction

Data corrections can be performed utilizing i-Servicing, i-Trust or i-Pools for clients and non-clients.

  • Customization

Software customizations can be performed on any of the modules to meet the client’s needs and based on specifications for their business processes and practices.

  • Data Conversion

Data can be converted from a third party vendor’s program or legacy system to i-Servicing.

  • Software Installations

Software installations can be performed on-site at the client’s office or via the web with a remote session.

  • Training

Training of new users can be performed on-site at the client’s office or via the web with a remote session.