Building long-term relationships with our customers is at the heart of our business.
Prior to FISCAL SPREADING we were using internally-built spreadsheets which were subject to human error in calculations and formulas. It is reassuring to know that with FISCAL SPREADING all these important figures are accurately calculated. The various reports have helped us be more consistent across the institution, no matter who the analyst is. Bankers know exactly where to look for the information needed in the decision-making process. FISCAL SPREADING is also a great time-saver.
When I used Global Cash Flow for the first time, I thought, “Wow, that was fast!” I hadn’t realized how much time I had been wasting using a spreadsheet.
We just had an internal review, and the reviewers said the reports were very easy to read and had everything we should look for when analyzing a file.
We were using way too many spreadsheets, and the process was cumbersome. FISCAL TRACKING allows us to track file deficiencies, policy exceptions, and financial statements and gives us easy access to a nice variety of reports. It also prepares letters to our borrowers, which saves a great deal of time.
Loan officers, analysts, and back office personnel can each do their own part in tracking all types of exceptions, without relying on one person to handle everything involved, or worse yet using pencil and paper to check things off lists. We especially appreciate the ease of reporting and the ability to generate letters to request financial information.
We had a 70% reduction in our exception rate! The auditors were impressed with the way we use FISCAL TRACKING to manage files, insurance, and technical exceptions – anything that would be an exception in a business file.
Customer Support Feedback
The FISCAL Support Team always really understands what I am trying to accomplish and why. Very few companies know their clients’ needs so well, and I really appreciate it !
FISCAL’s customer support is extremely helpful and prompt. They responded to me immediately, and within just a few minutes had resolved an issue, saving me several hours of work.
The support team has been amazing!
Our Tools Work the Way You Work
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