Simplify Reporting. Strengthen Your Banking Relationship.
Collateral Services Inc. supports corporate borrowers by making it easier to provide accurate, lender-compliant collateral reports. Whether you’ve been asked to submit accounts receivable, payables or inventory data, or need help organizing it, our team guides you through the process.
We’ll help you understand what your lender needs, show you how to prepare files, and even format and deliver reports on your behalf. With CSI, reporting becomes faster, easier and more reliable, giving you more time to focus on running your business.
Personal Approach
You don’t have to go through borrowing process alone. CSI works directly with borrowers (when authorized by the lender) to support accurate and timely data submissions. Our analysts offer one-on-one assistance to help you clean up files, apply the right formats and meet deadlines.
We tailor everything based on your unique system setup and workflow, and we’re happy to collaborate with your finance or accounting team directly.
Payment Arrangement
Depending on your lender’s agreement, our services may be arranged through them, or with your team or firm directly. If you need ongoing support or help preparing lender-ready packages, we’ll work directly with you.
Our goal is to make collateral reporting more manageable, not more expensive.
No Training Required
There’s no platform to log into and no software to learn. CSI accepts files in virtually any format — Excel, CSV, PDFs and more — and we’ll handle the translation and formatting on our end.
We provide clear instructions and feedback, so your submissions are smooth and stress-free.
No Subscriptions
You won’t be locked into any contracts or software licenses. Whether you need a one-time report or on-going help, you’ll only pay for the services you use.
We also offer scalable support, so as your reporting needs grow or evolve, we grow with you.
Some of Your Current Challenges
We know what you’re dealing with:
- Confusion around what data your lender needs
- Difficulty formatting or combining reports from multiple systems
- Time-consuming manual prep every month
- Uncertainty about whether your reporting meets lender expectations
- Missed deadlines or last-minute file errors
CSI takes the burden off your shoulder.
Solutions
CSI helps borrowers with:
- AR/AP reporting support tailored to your lender’s definitions
- Inventory reporting tools that flag key issues
- Borrowing Base Certificate assistance
- File formatting help and submission prep
- Custom reporting templates to make month-end easier
We Can Customize Any Data Task for You
If your internal tools don’t match your lender’s expectations, we’ll bridge the gap. If you’re managing multiple entities or file types, we’ll combine them. If you’re unsure what to submit, we’ll walk you through 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.