Transcript CELTS - Efficiency Tools, Inc., bank software, municipal

Efficiency Tools, Inc.
P.O. Box 117764
Carrollton, Texas 75011 7764
Phone 972 672-6407
CELTS
CELTS
CELTS
Collection
Exchange &
Loan Tracking System
CELTS
Let Efficiency Tools help you
save some time.
CELTS is an enterprise level
application capable of
supporting multiple sites or
single locations.
CELTS is modular which allows you to purchase
only the components you want to use. This
presentation focuses on Collection Items and
Floor Plan Tracking. However, the system also
includes the following: Temporary Checks & Loan Coupons
Cashier’s Checks
EFT Dispute Tracking and Resolution
Wire Transfer with BSA Tracking
Save time by inputting
transaction, customer or
correspondent bank
information one time and
getting all of your proof ready
processing documents from
that single input
Efficiency Tools, Inc.
P.O. Box 117764
Carrollton, Texas 75011 7764
Phone 972 672-6407
Save recurring customer information or
correspondent bank contact information for
future use by simply clicking a button on the
collection item input screen. After doing
that you will only have to key in the first few
characters of the customer or
correspondent’s short name to pull in all the
associated information.
Find the customer or bank by
typing the first few
characters of their short
name
Save the customer or bank by
simply clicking a button
while you are inputting a
draft
Efficiency Tools, Inc.
P.O. Box 117764
Carrollton, Texas 75011 7764
Phone 972 672-6407
Position all document
output that will be
mailed for alignment
with your window envelopes so
you do not need to print
envelopes for any of you letters
or notices associated with
collection items or floor plans.
Use the preprogrammed reports listed below or request
changes to reports to meet your needs
Cash Collections
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Non-Cash
Collections
Cash Collection 
Outstanding
Cash Collections 
Activity
Cash Paid Items 
Cash Collection
Float & Activity
Non-Cash Collection
Outstanding
Non-Cash Collections
Activity
Non-Cash Paid Items
Floor Plans
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Floor Plan Summary/Detail
Floor Plan Activity
Floor Plan Curtailments/Pay off due
Floor Plan Titles on Trust
Incoming
Collections
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Enterprise Level
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Incoming Collection
Outstanding
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Incoming Collection
Activity
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Incoming Paid Items
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Cashier/Official
Checks Issued
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Cash Collection
Outstanding
Cash Collections
Authorizations
Non-Cash
Outstanding
Incoming
Outstanding
Floor Plan
Outstanding
Efficiency Tools, Inc.
P.O. Box 117764
Carrollton, Texas 75011 7764
Phone 972 672-6407
While you are
saving time,
CELTS has these
features that help you and your
customers avoid losses.
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Tracking that compares every cash collection item
VIN to all prior cash collections providing
notification of any matched items
Tracking that compares every floored item VIN to
all prior floored items providing notification of any
matched items
Due date monitoring of incoming collection items
with daily notice of anything that must be returned
or paid
Daily notices of outgoing collection items that are
due or over due to be returned
Tracers that can be printed ready to mail to all
banks that hold over due collection items
Floor Plan loan agreement curtailment terms and
maximum days floored can be loaded into the
system for notification and to track compliance
This is some of the Bank
or Branch information that
can be easily changed by
authorized users.
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Each locations unique contact information
A reprint password required to reprint documents such as
Cashier’s checks
Each locations prime rate which can be used to
accumulate interest cost associated with each floored item
Each locations cost of funds which can be used to evaluate
the cost of float and profitability of each relationship
Efficiency Tools, Inc.
P.O. Box 117764
Carrollton, Texas 75011 7764
Phone 972 672-6407
Use forms like
these for the
following:
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Designate
a bank as a clearing house
member so your documents will
match what is required for the
clearing house
Customize a customer’s service
charges collections or floor fees
Change the General Ledger
account numbers or tran codes
for clearing accounts, fees or cash collections
Setup user’s with profiles that restrict them
to the functions in the system you want them
to access
Specifications and Options
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The system can be entirely installed on a local computer and directed to backup the
database to a server.
The system can be installed on local computers that are directed through Windows
ODBC to a database on a local or remote server.
The entire system can be installed on a single or multiple application servers and the
entire program can be run at branch locations through terminal services or via
services such as Citrix.
The database used for the system can be as simple as an Access database for small
users or Microsoft SQL for larger environments.
If you opt for the Access database environment you will not have to have Access on
the computer that is running the database. However, if you are running a Microsoft
SQL database, we recommend the full version of SQL server.
The processing documents can be MICR encoded through the
use of MICR toner cartridges or you can preprint the MICR on
outbound items and rely on the optically read characters.
The system runs under all operating environments from Windows
98 through Windows XP with the exception of Windows ME.
It is time to make some decisions
Efficiency Tools, Inc.
P.O. Box 117764
Carrollton, Texas 75011 7764
Phone 972 672-6407
The History of CELTS
Around 1988 a community bank needed help tracking their Cash Collection Items. They
were unable to find something to do what they needed. So the President of the bank
created a DOS based application to accomplish what he need. When the bank was
sold, he decided to rewrite the application and build a company around it.
In 1994 Efficiency Tools was founded and began selling a DOS based program that
tracked Cash, Non-Cash and Incoming collection items. Since then the application
has grown through the early Windows environment to what you see today.
In 1996 one of our client banks asked if we could add the capacity to track floor plans.
With them servings as our Beta site we added Floor Plans to the system.
The capacity to print Temporary Checks and Loan Payment coupons along with Cashier’s
Checks was added around 1999.
Then in just the last eighteen months we have added two modules partially driven by
regulatory change (EFT Disputes and Wire Transfers).
The software has been installed in nearly 200 locations and is currently used by banks
housed in one location and banks with over 100 branches. Many of our clients have
been purchased by the likes of Compass and other large banks. However we still
serve over 60 installations with a combined total of over 200 branches.
Efficiency Tools, Inc.
P.O. Box 117764
Carrollton, Texas 75011 7764
Phone 972 672-6407
Fax 972 492-5860
[email protected]
For information about Efficiency Tools or any of our software products
contact Paul Tidwell using the information above