Audit Confirmation Letter Mobile App
The Audit Confirmation Letter mobile app allows you to replace your paper audit confirmation letter with a smartphone or tablet The mobile form includes fields to document items such as client name, loan date, amount, unpaid balance and interest rate.
How does it work?
Once the mobile app is filled out a secure PDF is generated. The PDF is easy to share, and a copy is stored in your account for your human resources records. You can also use the App Builder to personalize and customize this mobile form. In connection with an examination of financial statements by an auditor, a financial institution’s controller can request a client’s financial and employment information regarding a loan including the settlement date, terms of loan, payments, unpaid balance, interest and loan amount.