Services

Here is the menu when you want it done for you…

Data Transfer

 

From

 

   • Old Loan Manager (desktop)

   • Cash Flow Manager or

   • Printed amortization/payment schedules

 

To new Loan Manager Web App

 

We’ll transfer your existing schedules to the new Loan Manager, and save any documents to pdf format.

 

Rate: $75/hr (1hr min)  Request Data Transfer

New Loan Setup

 

• Standard Personal Loan*: $20

• Personal Loan with Promissory Note: $25

• Standard Business Loan*: $45

• Special: Request Quote

 

• Schedule Revision: $7

• Schedule & Document Revision: $15

 

Request Loan Setup

 

*Standard Personal Loan = 1 schedule

*Standard Business Loan = 2 schedules, 1 Promissory Note, 1 Company Minutes, 1 Waiver of Notice of Special Meeting

Loan Manager Training

 

• Live training/support (phone or web): $50/hr (1hr min)

• Professional staff training/support packages: Request Quote

 

Call 702-907-8277 or email [email protected] to arrange live training/support.

 

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