Key Stakeholders: Chief Lending Officers, Loan Officers
"Without BankPoint, I can honestly say that I wouldn't feel comfortable growing the bank like we are."
($9.2B, grown from $800M in 2013)






Commercial lending software helps banks and commercial lenders automate credit origination processes so deals move from intake to approval with less manual work. With a platform like BankPoint, teams can track each loan's status, route approvals through policy-driven workflows with an audit trail, collect required borrower documents, capture and validate required fields, and even book approved loans directly to your core using the BankPoint Advantage program.
Loan pipeline is managed through a central workspace with quick access to the latest updates and status for each loan. Loan pipeline also supports moving loans through approval using a dynamic, policy-driven workflow and a detailed audit trail, plus team collaboration through collecting required borrower documents.
Dynamic, policy-driven workflows move loans through approval, streamline document management, and maintain a detailed audit trail of the process. This workflow helps evaluate applications against your credit policies, ensuring the right roles approve deals at the right time as well as quickly identifying deviations to maintain compliance as operations scale.
BankPoint captures the required fields, performs data validation, and produces a complete, validated boarding worksheet containing everything needed to book the loan in your core system. For banks seeking automated core system integration, where approved loans flow directly into the core without manual rekeying, we offer the BankPoint Advantage program, our premium engagement model, where our team works alongside yours to design and build the integration tailored to your specific environment. Advantage engagements are scoped to each bank's core, integration requirements, and operational priorities.
BankPoint's platform is designed for banks and commercial lenders looking to replace outdated manual, repetitive processes with automated workflows and greater transparency into the loan pipeline, giving teams real-time access to information. Client case studies are available for PlainsCapital Bank, Susser Bank, and Independent Financial.