Skip to content
Xtend Backoffice Services
Upsourced solutions for your books and backoffice handling.

Xtend Bookkeeping provides back-office support.


We handle the books so you don't have to. Whether it's a short stand-in to cover holidays and staffing shortages, or continued support with a particular process, we've got your back in the back office.
Our bookkeepers pass on their best-practice expertise to clients, helping them improve their own processes. We also offer Mortgage Servicing products, provided in partnership with CU*Answers.


Click on a tag to sort by type. Click a product title for details.

5300 Call Report Services

Configuration of 5300 in CU*BASE. Includes assistance with future call reports.

Base Service

Daily Share Draft, ACH and EFT reconciliation, settlement, and exception reporting.

Bookkeeping Consultation

On-site consultation by Xtend Bookkeeping management team leaders.

Bookkeeping Research & Special Projects

Specialized Balancing assistance and/or Training for ACH, Share Draft, ATM, Debit Card, Credit Card Processing, Outside Check, Corporate Accounts, etc.

EOM Activities

On-site consultation by Xtend Bookkeeping management team leaders.

Lockbox Servicing

Loan payments and member deposits posted and processed through a dual control system.

Services A La Carte

Customized daily, weekly, or monthly bookkeeping support services.

Stand-In Support

Short-term bookkeeping support for holidays, vacations and staffing shortages.

Year-End Processing

Year-end closings processed by Xtend

Mortgage Servicing products

Click a product title for details.

Escrow Administration

Escrow account disbursement tracking and other escrow-related services.

Investor Reporting

Daily payment posting, file submission, funds remitting, and monthly reconciliation for government backed investors.

Investor Reporting (standard participation)

Monthly payment posting, investor balancing and remittance documents and reconciliation of non-government investors.
Back To Top