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Laser Escrow Analysis Statements
Product Info Sheet
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Our custom escrow statement project uses data extracted from the transaction detail generated by Summit’s standard escrow analysis process (PESCANAL) and Adobe Output Designer to design your statements.
Previous year projections, previous year transactions, and current projections all on a single page, in letter format for a more personal feel.
The format of the custom statement reduces member confusion regarding what has transpired on their escrow account, resulting in fewer calls for additional explanation.
Our design team will match the statement layout to credit union’s individual style.
Project cost includes program {PPSESCRO} to extract and reformat the
transaction detail, development of your statement layout, implementation, and testing.
- Features:
- Currently configured to allow up to four different statements, each with the option of a second transaction detail page
- Separate layouts for accounts with shortage (deficiency) or overage (surplus), and sub-level selection (e.g., ACH payment, PMI, etc.)
- Additional calendar year summary for up to four years
Sample screenshots:
