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Description

Description

Description

PFS Calculator (Automated and Self Calculating Personal Financial Statement)

Provides banks with an easy-to-use, automated method of collecting personal financial information from borrowers.

  • Saves time and effort. File can be emailed to borrowers to complete, eliminating the tedious administrative task of mailing each year.
  • Assists in standardizing submission of personal financial information from borrowers.
  • Can be customized to show bank name, address (for multiple branch locations), phone, fax, etc.
  • Unlimited use. File can be used and distributed to borrowers again and again.
  • Ensures accuracy of calculations. Once entered by the borrower, entries are automatically calculated, eliminating the need to double check numbers.
  • Easy to read. No need to worry about illegible digits or handwriting.
  • Easy for borrower to understand and complete.
  • Easy to update. Once completed, borrower just needs to save the file and update applicable information the following year.

Click here to view screenshots of the tool

Click here to view the output of the tool

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