Professional Customization

Save time and money with a professional customization of your product.

Detailed Customization 

Customized Products are those that rely on so much 3rd party information (such as servicing - software platform dependent; secondary marketing - hedging strategy dependent) that a generic solution is not in the customer's best interest.

When we prepare a custom project, we don't have to write these products from scratch - we can pull material from literally thousands of pages of inventory material we have developed over the past decades. 

Some examples are:

• Business Plan/Annual Reports
  
• Stand-Alone Training Programs
  
• Commercial Lending Policies and Procedures
  
• Construction Lending Policies and Procedures
  

Free "Generic" Customization

We provide a basic customization with each product we sell, including

• Company Name
• Logo
• Basic Contact Information
• Biographical Information

The Customization Process

Our staff can assist you best once you identify the scope and breadth of the project.  Once there is clarity, we enter into a three stage process:

Stage 1 - Project  Formulation

• All of the elements of the project are listed
  
• Client provides all internal elements - software, forms, existing procedures, and other relevant material
  
• A logical organization of the contents is drafted - resulting in an outline or table of contents
  
• The scope and timing, based on the contents, is determined
  
• Contract is executed
  

Stage 2 - Project Development and Delivery

• The documentation is merged into a full project, based upon initial design
  
• Demonstration module is assembled and delivered to client to review
  

Stage 3 - Project Finalization

• The client reviews entire package
  
• Comments on deficiencies, additions or deletions
  
• Project is completed
  
• Project is deployed
  
• Client takes delivery of all material, media and product