Copyright
1992-2002 by M. George Walters
Marketed by PerformSoft™
Use this software to turn the Association Management clients
currently banking with you into a profitable line of business or build an
entirely new line of business for your banking institution. Whether small or
large, a single bank or owner of multiple banking entities, you can begin at an
affordable service fee-based level where expense is based on growth.
Focus
Focused on Condominium and Home Owner Associations or Property
Management Companies with recurring payments / income collections of any type.
Turn the Association clients banking with you into a
profitable line of business.
Dramatically increase the number of corporate and personal
banking accounts you now have through the business strategy that underlies
this software.
Capture more deposits and turn those deposits over within
the bank – longer retention = more profit.
Radically expand your ACH debit account deposits as an
upgrade to the coupon business.
Go beyond maintenance fees collections to include utilities
and special assessments collections.
Take advantage of existing lockbox services your bank
already offers to provide accounting firms that serve associations and the
associations themselves with fee-based eBusiness services.
Features
This fully integrated software includes:
MICR-encoded coupon printing services for homeowners
generating fees per transaction.
*Daily lockbox return files to clients showing the
individual unit owners deposits credited to their accounts.
Real-time tracking of changes in property ownership, rates
and fees.
Individual unit owner information tracking for personalized
customer service.
Fully integrated invoicing and ledger payments tracking to
the associations and/or management companies – can interface directly with the
Bank’s accounting department.
Multi-bank tracking by ABA routing numbers for all accounts
management.
Batch process ACH account debit files creation by
individual banks based on due dates.
Ability to generate multiple reports for internal use and
as a client fee-based service.
Potential for background email of invoices, statements and
reports to selected clients increasing their eBusiness relations with your
bank.
(*Relies on the banks ownership and use of MICR scanners for
checks and coupons)
Add-on and Technical Features
Internal account transfers among management companies and
their associations or with other accounts within the bank.
Printing services for other departments within the
bank—i.e. mortgage department, personal loans, business loans, etc.—who need
coupon books for their clients.
Customizable ODBC file structure for easy use of external
reporting tools and information sharing with other departments.
Low server platform overhead and runs on Novell and NT
/2000 servers.
Source Code in Delphi 6 and Apollo 6 for high-speed client
server file management and access. Delphi 6 offers compiler interface with
Borland Kylix for Unix Servers, and MS SQL, CGI and XML server for Web
Servers.
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