The BankPoint loan pipeline solution is a simplified loan origination system that provides a snapshot of all deals as they move through the process, allowing staff across multiple departments to see a unified view of what’s happening at every stage.

Drill down on a specific deal to manage documents, notes, and tasks, and see the latest updates and status. Fast-track loans through your approval process using a dynamic, policy-driven workflow with detailed audit trail.

The BankPoint loan pipeline process is completely customizable, so you can match your process by adding custom stages of the pipeline lifecycle. Custom fields allow for unlimited data gathering and reporting.

Features include:

  • Flexible pipeline stages and data values
  • Customizable pipeline dashboard
  • Policy-driven approval workflow
  • Document management
  • Task management
  • Pipeline filtering
  • Granular user access control
  • Reporting

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