TValue

Start with the outcome you need: a precise schedule, a signed package, or a task moved to “done.” TValue guides you from input to delivery with clear steps you can run the same day. Pick a calculation type—loan, lease, irregular cash flow, interest accrual, or penalty—enter dates, amounts, compounding, and day-count details, then compare scenarios side by side. Tweak payment timing or rates to run quick what‑ifs, generate payoff quotes, and break out principal and interest with a click. Export schedules and worksheets to Excel or PDF, save them as templates, and tag them to the right client. Every change is recorded, so your assumptions and results are traceable from start to finish.

Organize the work around each client. Create a case, attach source files, and capture contact information and engagement details in one place. Use built‑in messaging to clarify assumptions and keep decisions with the calculation they affect. Share only what’s necessary with role‑based permissions. When you’re ready, route deliverables for e‑signature—set due dates and reminders, collect initials and full signatures, and automatically file the completed documents with a signed certificate. Clients and teammates can review and sign on mobile, so approvals don’t wait on a desk.

Design the process to fit your practice. Build custom workflows—Intake → Data Review → Calculation → Peer Check → Client Approval → Filed—and define statuses, owners, and SLAs for each stage. Automate handoffs, notifications, and recurring tasks. Use checklists and required fields to prevent errors (e.g., missing dates or rate methods). Dashboards show throughput, cycle time, and where items stall, so you can rebalance workloads and keep deadlines on track. Mobile access lets you approve, comment, or reassign while traveling.

Stay audit‑ready without extra effort. Map policy requirements to steps, enforce approvals, and maintain a chronological trail of who changed what and when. Export logs and calculation evidence for reviewers or regulators in minutes. Collaboration tools keep conversations tied to the right record, while client management ensures data is current and easy to find. If you need help, TimeValue Software’s specialists can walk you through a calculation or workflow setup, and onboarding resources get your team productive quickly. It’s all backed by a 12‑month, risk‑free refund policy, so you can deploy with confidence.