ECL Software
In order to prepare a more effective demostration of our software to address your requirements,
please fill out the following questionaire as completely as possible.
Fund Control Demonstration Questionnaire

Company Name:
Street Address:
City, State, Zip:
Phone:
Fax:
Primary Contact For Company:
Name of Person Preparing Form:
Email Contact Person:
Technical Person's Name:
Organization Type:
If Other, Please specify:
Website Address:
Company Size Information:
Loan Portfolio Value:
Number of Active Loans/Projects:
Number of People Processing/Supervising Construction Loans:
Number of Locations Processing Construction Loans?
Important Features: Rank the following actions: (5=Most important, 0=not important)

1 2 3 4 5 N/A
Printable Calendar for Loan or Client Events
Loan Classification (type, class, grade, officer):
Loan Underwriting:
Processing Loans for More than one Lender:
Multiple Fund Sources (loan, customer, other loans):
Revolving Loans:
Interest Accrual and Billing:
Management Reports:
Process/Balancing Reports:
Designing Your Own Reports:
IRS 1099 Reporting
Unit Tracking:
Loan Event Tracking:
Inspection Tracking:
Retention:
Track Overall Hard and Soft Costs:
Lead Tracking & Communications:
Predefined Budget Templates:
Track Percent Complete vs. Disbursements:
Print Checks for Disbursements:
Non-Check Disbursements (ACH, Wire, Other):
Loan Fees:
Loan Payments Processing:
Automatic draws based on percentage complete:
Disbursements Register:
Check Reconciliation:
Vendor History:
Transaction History:
General Ledger Export Interface:
Voucher Printing and Tracking:
Release Printing and Tracking:
Preliminary Notice Tracking:
Other:
Other:
Other:
Other:

Current Software Information:
How are you processing construction loans now:
If Other, please indicate software vendor:
  • Bank Core Accounting Software:
    		•
  • General Ledger Software:
    		•
  • Word Processing Software:
    		•
  • Spreadsheet Software:
    		•
  • Server Operating Software:
    		•
    Workstation Operating System(s):
    Local Area Network Protocol:
    Other Information:
    What is the best time to schedule a demonstration:
    How did you first hear about Fund Control:
    Who else may benefit from Fund Control: