Powerful Reporting for Confident Lending
From prefunding to renewal, CSI delivers accurate, lender-specific reports across accounts receivable, payables, inventory, and more customized to match the exact terms of your loan agreements. Whether you manage one borrower or dozens across multiple divisions, we make the data review process faster, more reliable and easier to scale.
Personal Approach
At CSI, you’re not just getting a system. You’re getting a dedicated support team. We take the time to understand how your loan agreements are structured, what data you need and how you prefer to receive it.
We’ll tailor our outputs to your preferences, flag exceptions based on your rules and even coordinate directly with your borrowers (if desired) to ensure submissions stay on track. This human-driven approach ensures we support even the most complex or nuanced lending scenarios.
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 to lenders, banks, and other customers. Want to convert your entire portfolio but concerned about cost? Contact us directly today for more pricing information.
No Training Required
Our reporting is designed to be instantly usable by lenders. You won’t need training, system licenses or onboarding time to start making use of our tools.
Reports are customized to your exact criteria. You’ll receive the data you need — sorted, summarized and formatted — without needing to learn any new platform or software.
No Subscriptions
CSI doesn’t require ongoing software licenses or lock-in subscriptions. You only pay for the services you use, when you use them.
Whether you need help with a single borrower, a one-off verification report or a recurring monthly deliverable, we’ll scope the engagement to match your needs.
Some of Your Current Challenges
We know what you’re dealing with:
- Inconsistent file formats and messy borrower data
- Borrowers submitting incomplete or out-of-scope reports
- Limited internal time to validate eligibility rules
- Lack of clarity when managing multiple borrower relationships
- Reporting that doesn’t align with your unique loan structures
CSI was built to solve these problems by people who’ve worked in your world.
Solutions
We provide end-to-end reporting support for:
- Accounts Receivable and Payable Analysis
- Inventory Analysis
- Borrowing Base Certificate Support
- Due Diligence & Audit Preparation
- Exception & Verification Reporting
- Custom Tools Tailored to Your Agreements
Each solution is configured around your expectations—not ours.
We Can Customize Any Data Task for You
Have a borrower with legacy accounting systems? Need reporting that speaks to multiple internal stakeholders? Want to replicate a legacy report format? Tell us what you need. CSI’s analysts can build it.
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.