CL4W Demo

To prepare for an effective demonstration of Construction Lending for Windows, please complete this questionnaire. The questionnaire is designed so that we may understand your mode of operation, requirements, and computer environment.

Please answer the questions as completely as possible as we will endeavor to provide a demonstration tailored to answer your needs and requirements.

Construction Lending for Windows
Demonstration Questionnaire

Contact Information

	Company name:	Req.
	Street address:	Req.
	City/State/Zip:	Req.
	Phone number:	Req.
	Fax number:
	Primary contact person:	Req.
	Name of person preparing form:	Req.
	Email of person preparing form:
	Technical person's name:
	Organization type:	If Other, please specify:
	Company internet 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:	#

Rank your anticipated use of the following features

	Loan underwriting:
	Process loans for more than one lender:
	Multiple prime rates:
	Multiple fund sources (loan, customer, side loans):
	Fund usage priority:
	Revolving loans:
	Interest accrual and billing:
	Management reports:
	Process/balancing reports:
	Design your own reports:
	IRS 1099/1098 reporting:
	Unit tracking:
	Loan event tracking:
	Inspection tracking:
	Retention:
	Customer funds holdback:
	Track overall hard & soft costs:
	Use more than 100 budget accounts for a project:
	Use AIA budget account numbers:
	Use predefined budget templates:
	Track percent complete vs. disbursement:
	Automatic draws based on percent complete:
	Print checks for disbursements:
	Use non-check disbursements (ACH, wire, other):
	Loan fees:
	Automatic loan fees triggered by loan events:
	Loan payments processing:
	Late charges:
	Loan ticklers:
	Loan classification (type, class, grade, officer):
	Disbursements register:
	Check reconciliation:
	Payee history:
	Transaction history:
	General ledger export interface:
	External loan software export interface:
	Check reconciliation export interface:
	Voucher printing & tracking:
	Preliminary notice tracking:
	State independent contractor reporting:
	Other use #1:
	Other use #2:
	Other use #3:
	Other use #4:

Current Software Information

	How are you processing construction loans now?	If Other, please specify:
	Bank core accounting software:
	General ledger software:
	Word processing software:
	Spreadsheet software:
	Server operating system:
	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 CL4W?
	Who else may benefit from fund control (CL4W)?

Construction Lending for Windows Demonstration Questionnaire