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SPI's Finance module is a complete accounting package that also provides timeshare specific functionality. For most resort operations, up to and including large, enterprise operations, SPI's Finance module is used as the main accounting software solution - no other accounting software is required.

 

SPI's Finance module functionality is multi-currency and includes the ability to maintain multiple price lists, interest rates, deposits, down payments, amortized mortgage billing, complex sales commissions, management fee billing, collections and an amazing choice of reports with drill down capabilities.

Lead Management

Mortgage Servicing

Mortgage servicing is easily facilitated  with SPI Orange. The system takes the guesswork out of billing and adds intelligence and task automation with no complicated coding. It completely automates:

 

  • Mutiple portfolios

  • Multiple pledge codes and assignments

  • Mutiple loan pools amd assignments

  • Real-time pay-off account calculation

  • Payment processing including Lock Box

  • Loan and payment history

  • Loan re-write management

  • Document generation of late notices (print, email or web delivery)

  • Automatic statement generation

  • Email statement

  • Complete audit trail

Maintenance Dues

The cornerstone of SPI's Finance module is the powerful Maintenance Dues functionality that includes an intelligent automation of complicated tasks that saves you an astounding amount of time yet provides precise control over the assessment, billing and collection of maintenance dues and fees.

  • Creation of maintenance dues assessments

  • Powerful payment processing

  • Autopay; recurring payments

  • Automatic payment allocation and rules engine

  • Accounting for fees and taxes

  • Aging, transaction reporting

  • Late-fee generation

  • Email statements

  • "As of" dating

  • Audit trail

  • General Ledger interface

Association Management

SPI's Association Management module is the powerful functionality that saves you time yet provides precise control over your association including the assessment, billing and collection of dues and fees, statements including aging.

  • Automatic dues billing

  • Statements

  • Account aging

  • City Ledger

  • Delinquency Notices

Collections

Collections can be facilitated with powerful SPI Orange tools including assignment to collector, user-defined activity codes for each account, along with the date that action was taken, task management for follow-ups and promise-to-pays, and custom automatically generated action letters.

Payment of collections includes:

  • Pay Online by credit card

  • Pay by cash

  • Pay by check

  • Pay by direct debit

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