Web Equity Manager Version 6.0 Enhancements  

You must activate all new features in the Default-System Administration-Functionality Groups section of the system before your institution personnel can have access to the new features.

• NOTE: It is highly recommended that you set your screen resolution to 1024x768 to view more Web Equity Manager real estate.

Workflow
Workflow has been significantly enhanced to allow you to automate your business process by passing documents, information or tasks from one participant to another, according to your procedural rules.

• This is a "priced" feature. Please contact us for a demonstration and pricing @ 800-264-0787 ext. 200.

Contact Management
Our Relationship Management System (RMS) has received some great enhancements for your use.

• Schedule up next contact calls
• View key demographic information
• Maintain all comments electronically within a customer record

Dashboard
Quick and easy access to information from origination to servicing. Items to view include:

• General Info | Related Entities
• Financials | Key Ratios, Indicators, Analysis
• Workflow | All tasks related to a customer
• Navigation | Points within the system

FSA Guaranteed Loan Applications

• FSA forms 1980-25 and 28 have been replaced by forms 2211 and 2212
• New interest assistance limitations

Copy Loan Information from Credit Report
There is now a link available to copy loan information from the credit report the Balance Sheet Loan Schedule and the Loans/Collateral sections of the Credit Action.

Credit Action | SBA Reports
We have added more SBA forms to the system.

Ratios and Analysis
You control which Ratios display on the Ratio "pop-ups" and Ratios and Indicators report. There is also a new RMA report combining Industry Comparisons and Trends.

Balance Sheet

• Categorize loans as New, Existing or Other when doing input within the Credit Relationship.
• Added a valuation adjustment percentage to the Inventory schedule.

Collateral

• When building Collateral Analysis -- Add more than one asset or loan at a time.
• New Word Pad for comments on the Collateral Analysis Worksheet.

Income/Expense

• Input data into the last month of the Monthly Cash Flow allocation to construct your cash flow from the bottom up.
• Reverse calculation for the Milk Sales Chart of Account.

Other Enhancements

• Mask certain information displayed on the Locator screen.
• Control the display of available Credit Bureau products when pulling Credit Bureau reports.
• Optional Two Factor Authentication for added security.
• Added a Calculate button for the credit action matrix.
• New Chart of Accounts
  • Balance Sheet
    • Other Current Liabilities 2
    • Other Current Liabilities 3
    • Other Current Liabilities 4
    • Other Non Current Liabilities 2
    • Other Non Current Liabilities 3
    • Other Non Current Liabilities 4
    • Reserve for Bad Debts
    • Loans to Affiliate Current
    • Loans from Affiliate Current
    • Loans to Affiliate Non-Current
    • Loans from Affiliate Non-Current
    • Subordinated Debt
    • Accounts Receivable Progress Billings
    • Accounts Receivable Current Retention
    • Earnings in Excess of Billings
    • Joint Ventures & Investments
    • Accounts Payable Current Retention
    • Billings in Excess of Cost
  • Income/Expense
    • Officer Compensation

6.0 Update Process

Per our standard update process, we will alert all ECI “hosted” (ASP) customers via email when we’re ready to update your site with the 6.0 version. We will also begin scheduling one-on-one enterprise updates for those customers who host their own Web Equity Manager application. Call us for any questions you have about this exceptional update.

Best Regards,

The ECI Team
1-800-264-0787 ext. 200

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