SW-28192 - USA (Ohio) - RFI for Loan Portfolio Tracking System - Deadline October 11,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-28192

Government Authority Located in Ohio; USA based organization looking for expert vendor for loan portfolio tracking system.

[A] Budget: Looking for Proposal

[B] Scope of Service:

Vendor needs to provide loan portfolio tracking system.
- Functionality should be created/developed in Salesforce, data should live in Salesforce,
- Client financial information must be secured and ensure confidentiality,
- Audit Capability of who accessed what record when and who changed the data and when,
- Ability to generate data to fulfil requests that may be planned or come as ad hoc/last minute and unstructured requests, ability to track collateral for loans,
- System generated letters and notices that can be emailed to borrower contact from the system. Examples: audit confirmations; invoices; various notices to clients; new loan letter with payment set-up, payoff letter, final payoff notifications to borrower, notice of revised payment schedules, delinquency letters, notice of items coming due (financial statements, current insurance certificates, employment reports), etc.,
- Ability to store scanned loan documents to associated loan record; save documents created in Word, Excel, etc. to associated loan record; Not incur additional electronic storage charges for loan documents,
- Record Fiscal Year allotments per fund; track funds allotment usage and availability; monitor fund account cash activity/balances and encumbrances; ability to record Program specific fund wiring instructions; Treasurer of State deadlines: check deposits, ACH processing dates, wire transfer deadlines, notification to for required approval of ACH batch changes, Treasurer of State reporting deadlines for semi-annual transfers, etc.

[C] Eligibility:

Onshore (USA Only)

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Friday, 11 October, 2019

Category : Software, System and Application

Country : USA

State : Ohio

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