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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.

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

CLOSE DEALS. CONTROL THE CHAOS. GROW YOUR BANK.