The BankPoint Loan Review module helps streamline the loan review process by automating the creation and maintenance of custom loan review templates (line sheets), reducing manual paperwork and data management hassles, and making it easier to track and act on findings. BankPoint provides a centralized platform for managing all loan reviews so critical findings don't fall through the cracks.

The BankPoint loan review process is organized into three high-level stages: Plan, where the bank defines portfolio penetration goals based on its credit policy; Review, where reviews are assigned and performed at the loan or relationship level; and Report, where results are shared with management, auditors, examiners, and other stakeholders.

The BankPoint Loan Review module enables loan review teams to use standardized templates and track findings efficiently. Once findings are collected, a workflow process ensures the findings are documented and mitigated by the associated loan officers. Finally, the loan review team can make recommendations on credit actions, ensuring compliance with the bank's credit policy.

BankPoint's Loan Review solution is highly customizable and can be tailored to match your existing line sheets, templates and workflows. This results in a consistent, repeatable process for your institution.

Request a demo to get started. A demo lets your team map your loan review workflow (including line sheets and reporting needs) to what the BankPoint platform supports, using the Plan → Review → Report approach to guide the discussion.

Yes, BankPoint supports unlimited review types and templates. Each review type serves a business purpose, such as Annual Review or Continuous Review. BankPoint Loan Review customers often have 3-5 review types, each with a specialized line sheet template and workflow.