Loan Portfolio Management
Key Stakeholders: Chief Credit Officer, Head of Credit Administration, Head of Loan Operations
Control the Chaos
We understand your frustration stemming from the multitude of disparate systems, the overwhelming abundance of spreadsheets, and the persistent struggle to access the information you require precisely when you need it.
BankPoint offers the solution you’ve been searching for, providing comprehensive visibility into your portfolio and streamlining your data management.
BankPoint offers the solution you’ve been searching for, providing comprehensive visibility into your portfolio and streamlining your data management.
Achieve portfolio transparency
Gain a clear and comprehensive view of your loan portfolio. Our simplified dashboard and reporting capabilities provide the insights needed to manage risk effectively and make data-driven decisions.
Drill down into specific loans, borrowers, and collateral
Generate customizable reports tailored to your unique requirements
Easily create specific portfolio segments and categories for advanced reporting and analysis
Optimize your lending strategies, drive growth while effectively managing risk, and experience the clarity and confidence that comes with BankPoint’s comprehensive portfolio management solutions.Simplify Document Management
BankPoint dramatically simplifies accessing documents from your existing imaging system. Through seamless real-time integration, BankPoint directly connects to your established systems, making documents easily accessible at various levels including loans, customers, collateral, deposits, and more.
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.
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
BankPoint makes lenders and credit officers more efficient by consolidating scattered data into a single, user-friendly system. By eliminating the need to use multiple systems, BankPoint saves time and reduces the risk of keying and copy/paste errors.
With BankPoint, any user can:
Request a demo today and learn how BankPoint can revolutionize your portfolio management workflow.
With BankPoint, any user can:
Easily access and navigate portfolio information
Quickly generate dynamic reports without relying on IT support
Make informed decisions based on comprehensive, centralized data
BankPoint’s intuitive interface and powerful data consolidation capabilities will transform how you manage your loan portfolio. No more logging into multiple systems or wasting time digging for documents. With BankPoint, you’ll spend more time focusing on what matters, and spend less time fighting cumbersome, frustrating systems.Request a demo today and learn how BankPoint can revolutionize your portfolio management workflow.
