The BankPoint loan pipeline management solution is a simplified loan origination system that provides a snapshot of all deals as they move through the pipeline management process, allowing staff across multiple departments to see a unified view of what’s happening at every stage of the loan pipeline.
Drill down on a specific deal to manage loan pipeline documents, notes, and tasks, and see the latest updates and status for each loan. Fast-track loans through your approval process using a dynamic, policy-driven pipeline management workflow with detailed audit trail.
The BankPoint loan pipeline management 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.