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We know you are frustrated with too many systems, too many spreadsheets, and the inability to find what you need, when you need it.

BankPoint brings it all together using a beautiful, intuitive interface, and provides a daily snapshot of your entire portfolio or specific loans. BankPoint eliminates the hunt for data, allowing you to easily see the banker-friendly data you care about most.

Features include:

  • Detailed loan-level “working file” with all core information on a single screen
  • Ability to instantly see daily historical data for any loan
  • Management of all borrowers and guarantors from the core, or added to BankPoint
  • Management of all collateral from the core, or added to BankPoint
  • Detailed appraisal/valuation tracking
  • Calculation of Asset Net Value and Loan Net Realizable Value (NRV)
  • Loan level notes, activity, covenants, and documents
  • Loan level task management
  • User level custom portfolios
  • Portfolio extracts and reporting
  • Searchable, customizable dashboards for loans, customers, collateral, relationships

CLOSE DEALS. CONTROL THE CHAOS. GROW YOUR BANK.