Goodbye Word and Excel. Hello BankPoint.

Automate your loan review process with configurable templates that can be tailored to match your existing style, and easily capture new narrative and analysis while maintaining loan-specific details based on the effective date. With appropriate access rights, users across multiple departments can easily view the status, add additional documentation, insert tables, financials, narrative, and more.

Bank-specific findings can be captured, reviewed, and cleared using a collaborative process between loan reviewers and loan officers, providing dramatic efficiency improvements. Completed reviews can be approved with dynamic workflow, creating follow-on action items if needed.

“BankPoint is simple and easy to use”

Features include:

  • Support for Loan Review Plans to manage specific loan reviews for a given period
  • Ability to seed Review Plans with custom filtering criteria
  • Loan level tracking of last and next review date, as well as review period (quarterly, annual, etc.)
  • Auto-insertion of custom financials templates
  • Relationship based reviews
  • Option to auto-populate the content and narrative from a prior review while updating loan level fields based on effective date
  • Rule based approval workflow with detailed audit trail
  • Ability to assign each finding to a specific loan officer for remediation
  • Creation of post-review recommendations (change to risk rating, non-accrual, etc.) that automatically create separate approval workflow

Learn why $100M to $40B banks are choosing BankPoint for their loan review solution.