Automate your loan review process with configurable templates that can be tailored to match your existing style, and easily capture new narrative and analysis while maintaining loan-specific details based on the effective date. With appropriate access rights, users across multiple departments can easily view the status, add additional documentation, insert tables, financials, narrative, and more.
Bank-specific findings can be captured, reviewed, and cleared using a collaborative process between loan reviewers and loan officers, providing dramatic efficiency improvements. Completed reviews can be approved with dynamic workflow, creating follow-on action items if needed.