Staff and eventually customers, in several states, with different feeds, calculations, etc. need a better way to calculate, determine and print finance and re-finance fees. The previous solution and workflow included management developing and distributing a variety of spreadsheets, via email or a network share, that allowed the entry of transaction information for Title services.
Based on the information entered, the spreadsheet would apply the appropriate calculations and generate an estimate of the fees associated with the title services. With the number of locations and staff, the need to centralize, standardize and make sure a current version as used at all times had become crucial. There was also a request to continue to allow the spreadsheet to become he data and calculations source.
Administration wanted to enhance the current spreadsheet solution in the following ways