Clarity and Efficiency for Every Field Exam
Collateral Services Inc. partners with audit professionals and field examiners to deliver lender-compliant, audit-ready data quickly and cleanly. We help analysts eliminate the time-consuming prep work that comes from inconsistent borrower submissions, multiple data formats or unclear eligibility interpretations.
Whether you’re conducting an internal review or a third-party exam, CSI delivers the structured, trend-aware reports you need to support your conclusions with confidence.
Personal Approach
Our team knows that no two audits are alike. That’s why we tailor each engagement based on your exam scope, data requirements and review schedule. We’ll ask the right questions upfront to define output needs and ensure the information you receive matches your intended audit framework.
Need help consolidating multiple files? Want supporting logic on eligibility flags? Looking to speed up repeat exams? We can help with all of it, and we’ll format it exactly how you want.
Payment Arrangement
We understand that every lending relationship and internal budget structure is different. To provide a predictable and streamlined process, CSI delivers monthly invoices. Contact us directly today for more pricing information.
No Training Required
You don’t need access to a new system or specialized training to get started. All CSI deliverables arrive in familiar formats and are built to be usable from the moment they land in your inbox.
Each report is organized around your scope, whether you need summary-level data, invoice-level details or historical trend views.
No Subscriptions
We’re not software. We’re a service. There’s no long-term contract, license or subscription required to work with us.
Need support for a single field exam or ongoing access across multiple audit cycles? You only pay for what you use.
Some of Your Current Challenges
We know what you’re dealing with:
- Borrowers provide messy or mismatched data across reporting periods
- No standard format or eligibility rule reference
- Manual validation of exceptions and discrepancies takes too long
- Limited visibility into historical trends
- Time constraints make thorough reviews difficult
CSI was built to solve these problems by people who’ve worked in your world.
Solutions
CSI supports examiners and analysts with:
- Accounts Receivable and Payable Analysis
- Inventory reports with historical comparisons
- Discrepancy detection for invoice-level changes
- Trend reporting across periods or borrower groups
- Custom outputs that match your exam workbook or audit template
We’ll even combine and clean borrower files before you begin your review.
We Can Customize Any Data Task for You
Need a pivoted inventory layout? A borrower-to-lender reconciliation tool? Reports that map to your exam format?
Just ask. We’ve done it—and we’ll do it for you.
Speak Directly with a CSI Representative:
(913) 680-1015
Monday–Friday, 8:00 AM – 5:00 PM CST
Our Address:
Collateral Services Inc.
530 Delaware Street,
Leavenworth, KS 66048
Send Us a Message
Use the form below to get in touch, and someone from our team will follow up.