The Platform Transfer Module (PTM) quickly and effortlessly assimilates account information from account origination or compliance systems into the Premier system. The manual effort required to re-enter new account information in Premier is eliminated.

Loan and Deposit accounts are automatically established and, if necessary, are accompanied by portfolio, line, and addenda information.

If a portfolio already exists, new accounts are automatically attached to an existing portfolio. New loans with a line are automatically attached to an existing line.

Information transferred from origination systems includes:

• Portfolio customer information
• Line information
• Note codes, payment schedules, scheduled rate, payment and escrow changes, charges, deferred fees and costs, status information and note renewals
• Note cosigner, collateral and tickler addendas
• Service charges, maintenance fees, and statement cycles.