Streamline Processes, Improve Decision Times, and Keep ... · lending, including post-funding...

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REQUEST DEMO REQUEST DEMO Streamline Processes, Improve Decision Times, and Keep Borrowers For Life... LOAN ORIGINATION Digital application Pipeline & workflow management Proposal to borrower with acceptance FI approval of proposed terms Documents preparation and loan closing Funding and boarding to core DECISION AUTOMATION Initial automated assessment based on FI-defined parameters and credit scores resulting in three potential paths: Quick decision (automated decision defined by your credit culture) Full underwriting: Financial data collection Financial spreading Underwriting & credit presentation LendingNetwork ® (alternative financing for loans outside your credit parameters) BORROWERS FOR LIFE. Unfortunately, a lot of lending institutions are still operating under the flawed “end-to-end” lending approach, which fails to grasp the significance of the relationship between your institution and your borrowers. After all, you’re not in the loan business. You’re in the relationship business. Commercial Lending Center Suite™ goes beyond the transactional level to cover the full scope of commercial lending, including post-funding collateral management, portfolio management, renewals, and more – which means you get to focus on what really matters to your institution: the relationship. With a completely digital loan lifecycle management system, you can better manage and service your borrowers through all three stages of lending – ultimately building relationships that continue well beyond payoff. Executive oversight (via Suite dashboards) Required document tracking (including exceptions) Critical ratio tracking (including covenants) Renewal management Future loan generation (feeds decision automation & loan origination) Profitability and CECL tracking with ProfitStars ® Financial Performance Suite PORTFOLIO MANAGEMENT REQUEST DEMO - - -

Transcript of Streamline Processes, Improve Decision Times, and Keep ... · lending, including post-funding...

Page 1: Streamline Processes, Improve Decision Times, and Keep ... · lending, including post-funding collateral management, portfolio management, renewals, and more – which means you get

REQUEST DEMO

REQUEST DEMO

Streamline Processes,Improve Decision Times,and Keep Borrowers For Life...

LOA NO R IGI N A T I O N

Digitalapplication

Pipeline &workflow management

Proposal to borrowerwith acceptance

FI approval ofproposed terms

Documents preparationand loan closing

Funding and boardingto core

D E C I S I O NA U T O M A T I O N

Initial automated assessment based on FI-definedparameters and credit scores resulting in three

potential paths:

Quick decision (automated decision defined byyour credit culture)

Full underwriting: Financial data collection

Financial spreading

Underwriting & credit presentation

LendingNetwork® (alternative financing for loansoutside your credit parameters)

B O R R O W E R SF O R L I F E .

Unfortunately, a lot of lending institutions are stilloperating under the flawed “end-to-end” lendingapproach, which fails to grasp the significance of therelationship between your institution and your borrowers. After all, you’re not in the loan business. You’re in therelationship business.

Commercial Lending Center Suite™ goes beyond the transactional level to cover the full scope of commercial lending, including post-funding collateral management, portfolio management, renewals, and more – which means you get to focus on what really matters to yourinstitution: the relationship.

With a completely digital loan lifecycle management system, you can better manage and service your borrowers

through all three stages of lending – ultimately buildingrelationships that continue well beyond payoff.

Executive oversight(via Suite dashboards) Required document tracking

(including exceptions)

Critical ratio tracking(including covenants) Renewal

management

Future loan generation(feeds decision automation &

loan origination)

Profitability and CECLtracking with ProfitStars®

Financial Performance Suite

P O R T F O L I OM A N A G E M E N T

R E Q U E S T D E M O

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