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What type of stand-alone software are people using out there for participant loan processing (amortization schedules, notes, etc.)? Any recommendations would be appreciated.

  • 2 weeks later...
Guest padmin
Posted

Mwyatt

We developed an office application that generates the am sched, promissory note and loan disclosure. We have a large number of "wrap around" plans that the compliance is done on relius or a spreadsheet but the loan accounting is seperate.( Meaning manual). We would love to find a piece of software that could not only produce the original loan paperwork but could handle the annual accounting as well.

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