. Integrity Information Solutions

INTEGRITY :

Helping them manage information about their most valuable asset, their customers.

CONTACT US

  • Integrity Information Solutions
  • 707 Texas Avenue, Suite 200D
  • College Station, TX 77840
  •  
  • Sam Smith, Sales Director
  • ssmith@integrityis.com
  • Phone : 979-985-2825, ext. 344
  •  
  • Rob Brower, President
  • rbrower@integrityis.com
  • Phone : 979-314-4540
  •  
  • Fax : 866-543-7949
  • sales@integrityis.com

REGISTER FOR THE WEBINAR



I-Trak's approach to managing collateral tracking.


Every Wednesday at 1:30 PM (CST) lasting up to 1 hour

Join this live webinar to hear Rob Brower, President, share how "I-Trak" is the right collateral and customer tracking tool to keep your portfolio in compliance and efficient.

Rob was formerly head of operations at Fields Financial Services, and founder of their Tickler Tracking System. Integrity Information Solutions was founded in 2003 and is tracking collateral for loans, leases and customers with its "I-Trak Collateral Tracking System". Rob is a highly regarded process engineer, involved in many aspects for financial entities during his 33 year career, from client services, production, data conversions, integration and corporate management. "Bankers are great collateral lenders. With the right system toolset, Loan Operations can reduce risk and keep loans in compliance with less staff, releasing some to other important functions."


WHAT WILL BE COVERED:

  • How Tracking is Organized
    • Tracking Categories
    • Collateral Checklist Automation
    • Letters to borrowers, customers and other loan parties
  • Loan and Customer Administration
    • Searching, Viewing and Entry
    • Audit Fulfillment
    • Crosspledge Tracking
    • Multiple Collateral
    • Lines of Credit
    • Critical & Non-Critical Exceptions
  • Reporting
    • Exception Reports
      • Officer
      • Management
      • Internal
    • On Demand Queries
  • Letters to Borrowers and Customers
    • Individual per exception
    • Combined Exception Letters
    • Immediate Letter View
    • Other Letter Uses
  • Image Linking
  • Synchronization with Core System
  • Security and System Tools