Strunk’s Document Library and Customizable Letter Options

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Access to a document library that includes Strunk’s recommended, compliant letters and policies is included with Strunk’s hosted ODP Manager software. Users can log in and review the recommended documents and compare them to letters currently set up in the ODP Manager software.

The hosted software makes it easy to log in and review active letter templates, even if you do not have any letters due. When you view the Collection, Custom, or Ad Hoc letter template, a sample PDF of the letter displays automatically using one of the accounts imported from your daily extract file. The PDF can be printed or saved so that you can easily compare it to Strunk’s recommended templates in the software Library. ODP Admins are able to make any necessary changes to letter templates or can request that updates are made by Strunk Technical Support.

Though Strunk provides the recommended letter content there are also customizable letter template options which will allow you to update the letter appearance to match other letters sent by your institution.

Header and footer information can be set up in ODP Manager to allow users to print on plain paper instead of letterhead. The hosted software also includes the flexibility to store signatures for each of your users. The signatures would then print automatically when the letter is generated – no need to sign letters! The same signature can be set up for all letters or the signature can change based on the user generating the letters, the letter type, or the letter template.

ODP Manager can update the contact name or phone number displayed on letters based on the account’s assigned branch. This allows you to provide your customers with the most appropriate contact information – whether customers contact a central location or their local branch to discuss the Overdraft Privilege program.

Please contact Strunk Support at support@strunkaccess.com with any questions or to find out more about the software Library or letter template options.

 

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.

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