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The BankPoint loan pipeline 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.

Features include:

  • Customizable pipeline dashboard
  • Policy-driven approval workflow
  • Document management
  • Task management
  • Pipeline filtering
  • Granular user access control
  • Reporting

CLOSE DEALS. CONTROL THE CHAOS. GROW YOUR BANK.