Commercial Lending

Process Loans Faster

Our Commercial Lending solution makes it easy to collect, find and process documents to process loans faster – point blank. By removing all the unnecessary noise, ensure that the right information is in the hands of the right people at the right time. Manage risk, meet compliance requirements, and respond to customers in a timely manner.

Reduce Cost of Client Acquisition

Improve Portfolio Quality

Minimize Risk & Exposure

How We Do It

Improve Client Onboarding Experiences
  • Gather ALL customer information once at the beginning of the process
  • Ensure the right person receives the right information at the right time for faster reviews
  • Seamlessly integrates into your existing LOS and/or CRM system
  • Indexes documents from the obligor level to the loan level for ease in finding and reusing them
  • Launches the onboarding process directly from your CRM system
  • Creates approval and deal documents automatically
  • Obtains client signatures anywhere from any device
Board and Release Commercial Loans With Ease
  • Ensures all documents have been submitted and signed
  • Integrates into servicing applications for seamless processing
  • Supports audit, prioritization, etc.
  • Automatically initiates the covenant review processes
Effortlessly Review Covenants
  • Automatically updates review terms and the review process when a new obligation is added
  • Notifies the reviewer of upcoming reviews
  • Easily obtain, organize and analyze client financial documents in a single interface
  • Increased visibility into the status of a covenant review, exceptions and trends