Key Stakeholders: Chief Credit Officer, Head of Credit Administration, Head of Loan Operations
Control the Chaos
BankPoint offers the solution you've been searching for, providing comprehensive visibility into your portfolio and streamlining your data management.
Achieve portfolio transparency
Simplify Document Management
BankPoint eliminates the need to open multiple screens from your imaging system or conduct time-consuming keyword searches. Instead, BankPoint retrieves the needed documents, almost magically, within its interface. This feature is often highlighted as a favorite by our customers, as it enhances the usability of legacy imaging systems, making them more efficient and user-friendly.
Try BankPoint to experience an efficient way to manage your lending workflow.
Drive operational efficiency
With BankPoint, any user can:
Request a demo today and learn how BankPoint can revolutionize your portfolio management workflow.
Frequently Asked Questions
What problem does Loan Portfolio Management help banks solve?
The BankPoint Loan Portfolio Management module helps banks replace scattered systems and spreadsheets with a centralized view of the loan portfolio, so teams can find information faster and work from consistent data.
Who is Loan Portfolio Management designed for?
BankPoint’s loan portfolio management tools give bank staff easy access to loans, customers, deposits, collateral, and more. Executives, loan officers, relationship managers, and other teams use BankPoint to quickly access core system data and documents. Many banks also give auditors and examiners access to streamline audits - reducing cumbersome back-and-forth requests.
What does "portfolio transparency" mean in BankPoint?
Transparency means having a clear, comprehensive view of the loan portfolio through simplified dashboards and reporting so teams can manage risk and make data-driven decisions.
Can you go from a portfolio view to specific credit details?
Yes, BankPoint lets teams drill down into specific loans, borrowers, and collateral to answer questions at the detail level without losing portfolio context.
How does the Monitoring module help with compliance and retention tracking?
It helps maintain compliance to loan covenants and document retention policies through customizable document checklists for different business lines, automated tracking of required documents, refresh reminders, workflow automation for collection/updates, and oversight of statuses and deadlines. These features keep the right documents on file and updated at the right intervals.
