CUSTOMER INFORMATION FILE (CIF)

The Customer Information File (CIF) is a powerful customer relationship management tool. It's where all non-loan specific information is stored for borrowers as well as other entities related to your loan portfolio, such as co-borrowers, lenders and insurance agencies. Using the CIF, you'll be able to keep all your important borrower information - credit scores, contact information, loan documents - in one convenient location.

Key Features:

• Comments and Documents - Using NLS, you can store all your borrower information in one, easily accessible location, creating your own electronic filing cabinet.
    - Store. At last, you have the space to write detailed notes about conversations you've had with       potential borrowers, customer service reps, loan associates and anyone else you choose. Unlike       other loan servicing systems, we don't restrict you to a few meager lines of text. We allow you       unlimited space to write your comments.
    - Organize. Keep all your borrower records (such as loan documents, Word documents, Excel          spreadsheets, pictures, scanned faxes, or imported files) in one spot. NLS makes it easy and         convenient. Organize your loan records in as many folders (and subfolders) as you need. Stop        wasting time and energy searching through paper files, e-mail inboxes and your computer's hard        drive.
    - Track. Never again wonder who added a comment to a borrower's file or uploaded a document to      your system... NLS tracks all changes to the Customer Information File with a date/time stamp and    the user's identity.
  
   
• Relationship Management - NLS Relationship Management feature is a powerful tool that allows you to easily link related files together. At a glance, you can see all details on any co-signers, co-borrowers or guarantors. For instance, associate multiple loans (such as a car loan or line of credit) with a single borrower and connect a borrower and co-signer's files together for a quick reference. You'll be amazed by how much this versatile cross-referencing tool enhances your productivity, and your knowledge of your borrower.
   
• Modification History - Minimize your risk. NLS tracks all changes made to a borrower's file, ensuring that you'll have a precise audit trail. You'll be able to pull up a detailed listing of all changes to any field, including: the date the change was made, the ID of the person who made the change and the old/new change data.
   
• Address Book - What do you do when you need to track multiple addresses for your borrowers? Where do you put the addresses of the borrower's home and office, business partner, lawyer, financial planner, or co-borrower? With NLS, you can store an unlimited number of addresses in one convenient place.

Home > Solutions > NLS > Customer Information File

This is a look at the User Defined Fields in CIF prior to customization by user.

This is a look at User Defined Fields as defined by User. The tree control on the left shows all loans attached to this borrower.

This screen shot provides a glimpse of the Comments & Documents view within CIF (also available in Loan View, Collateral View and Collections).

The CIF Address Book.

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