Options to Customize Letter Templates

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Strunk’s hosted ODP Manager software includes a suite of standard, recommended, and compliant letter templates. These templates are set up so users can easily generate the letters due each day. Even though Strunk provides the recommended letter content, the ODP Manager software allows the letter appearance to be customized to match other letters sent by an institution.

The letter headers and footers can include logos or text so that letters can be printed on letterhead instead of plain paper.

Letters can be signed by the user that generated the letter or if requested, they can be signed by a specific person, department, or the institution name. If signature images are provided, they can be added so that they show when the letter is generated.

If an institution would prefer to have a letter display a branch contact’s name or the phone number of the branch, the contact information can be updated based on the branch assigned to the individual account. This allows the letters the flexibility to direct users to contact a central location or their local branch to discuss the Overdraft Privilege program.

These options allow financial institutions to feel confident in generating ODP program letters that not only are compliant, but also represent an institution’s desired letter appearance.

If you have any questions about customizing letter templates in hosted ODP Manager, please contact Strunk Support at support@strunkaccess.com to find out more.

An independent certified public accountant has examined Strunk’s operations and found them to be in compliance with the AICPA’s Trust Service Principles. It was determined that Strunk meets the Security, Availability, Processing Integrity, Confidentiality, and Privacy criteria for SOC 2 established by the AICPA.