Collateral Services Inc.
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Specialized Services

Overview

In addition to our AR, AP and Inventory analysis, we also provide a variety of additional reports and services.
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Services

Some of our additional services include, but are not limited to:

  • Automated verification system that allows the lenders to enter parameters to be used in selecting which invoices will be chosen for the verification process.
  • At Risk report based on a listing provided by the lender. This report provides insight into the exposure of risky customers at the individual client level and entire portfolio level.
  • Detect invoice discrepancies from month to month. This would include invoices that have changed invoice or due dates, changes made to the customer #, duplicate invoices, or invoices posted that have a date outside the current month.
  • Work with the lender's existing posting system to interface our analysis.
  • Extensive back up and storage system that allows retrieval of archived information.
  • Training is provided for our products and services, at your location as well as by phone and email.
  • General hours of operation are Monday through Friday, 8:00am - 5:00pm CST. When you call CSI you reach a real person, not an automated voicemail system!
  • CSI has the expertise to tailor special reports for the lenders needs. Let us know what your needs are!
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Advantage

CSI is willing to add additional services and products to help better manage the receivable, payable, and inventory analysis process. CSI has the experience and expertise to provide real help and training in many aspects of the lending process.
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