Driving Efficiency
Improve productivity and accuracy by automating the creation of internal reports and communications like loan write-ups and credit memos, classified credit reports, and loan reviews through seamless integration with Microsoft Office products including Word, Excel, and Outlook.
Quickly incorporate relationship loan and deposit data
- Credit exposure.
- Financial performance data on subject borrowers.
- Guarantors and commercial real estate.
- Collateral information.
- Pricing details.
- Loan grades and assessment dates.
Increase efficiency and accuracy of documents
- Report on the status of all relationship loan covenants.
- Improve analyst and lender productivity.
- Automate processes that normally require substantial time and effort to construct.