Safe Deposit Box System with Correspondence Management Our

Safe Deposit Box System with Correspondence Management

Our History RGS Software • Providing Safe Deposit Box Management and other software solutions to financial organizations since 1987 • Over 30 years of technology expertise from large enterprise systems to browser-based • Over 25 years banking experience • Customer base of over 100 financial organizations

Safe Deposit Box System Benefits • • • Better control over delinquent boxes Ability to know when to drill boxes Forecast when boxes need to be added in a branch Determine when boxes can be removed from a branch Full waiting list Box archives records – access and user notes about box with time stamp

Safe Deposit Box System Benefits • • • Complete knowledge of what is happening with boxes Improved income/revenues/cost information Ability to sell boxes across branches Ability to set realistic pricing Reduces billing and accounting workload

Safe Deposit Box System Benefits Conversions from other systems • • Check. Free’s Vault FTI IPS now IPS/SENDERO (some versions) Others may be available upon review of data

Safe Deposit Box System Benefits • Immediate identification with optional picture and signature images Use of this feature requires camera, signature pad and/or scanner not included with system

Safe Deposit Box System Features • • • Full information about renters Immediate cross reference inquiry by name or SSN/EIN Payment history Box rates set to automatically change at a future date Available box inquiry by branch and size Full waiting list management with look up by name or box type, ordered by date and time requested • Escheatment

Safe Deposit Box System Features • Overdue notices up to 4 months before becoming a drill suspect • Automatic savings or checking debit payment through ACH transactions • Branch office information file for billing and correspondence/forms • Virtually unlimited number of box types and discount codes

Safe Deposit Box System Features • • • User security level control Penalty provisions with billing and payments One transaction to close a box Full selection of operating reports Single transaction box transfer

Safe Deposit Box System Features • • • Flexible label/letter print program Box access records Data import/export Critical field change report ACH un-post program

Correspondence Management System Benefits • • • Immediate letters to new renters Accurate merging of renter information into letters or forms Custom statement formats Custom contract or forms Consistency in customer correspondence from all branches User security level control

Correspondence Management System Features • Simultaneous access by all users • Up to 999 different letter, form, contract or statement formats • Formats can be changed while system is in use • Full user security

Associate Automatically prepares both sides of the American Deposit Services standard contract form See link to American Deposit Services on our home page Phone (800) 880 -0353

Runtime environment The Safe Deposit Box Software runs on all current versions of Microsoft Windows Single user or Multiple users with shared files using Pervasive (Workgroup or Client Server) or Microsoft SQL Server

Association • The American Safe Deposit Association (TASDA) We support and encourage membership in TASDA P. O. Box 519 Franklin, IN 46131 (317) 738 -4432 or (800) 768 -8678 (317) 738 -5267 Fax

Safe Deposit Box System with Correspondence Management