An audit or exam is approaching? Use ODP Manager to help you gather the requested documentation!
Do you need to supply samples of each letter sent using ODP Manager? In Collection Letters and Custom Letters, you can generate a sample PDF of each active letter template.
For the specified review period, do you need to identify accounts with overdraft limits added or removed? Reg E opt ins or opt outs? Letters generated? In Events, you can search for all events that occur during a specified timeframe. Use filters to narrow your results to a specific event or letter. Not only can you identify the appropriate accounts, but you can also export the list.
Do you need a convenient summary of all the account’s information contained within ODP Manager? In Account Inquiry, export the Account Profile as a PDF – it’s a convenient way to compile the information for account officers, auditors, or examiners. It includes an overdraft summary, comments, reminders, repayment plans, and an event history. Also, the Events tab allows you to review all the account’s events and regenerate PDFs of any letters mailed to the customer.
For any Overdraft Privilege Program review, ODP Manager makes compiling the requested information easier.