CASH Doc™ | Wolters Kluwer Financial Services
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  • 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.