Fully automate the entire commercial loan life-cycle from sales management to monitoring.
Credit Track is our flagship web-based Commercial Loan Origination Software (CLOS).
Workflow solution for commerical lending & commercial real estate lending
Manage your loan portfolio and mitigate credit risks by streamlining the lending process. We integrate with all existing Core Banking solutions as well as most documentation preparation solutions. This translates into faster processing times and reduced costs, enabling your bank to grow its loan portfolio.
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Who has the Deal?
Workflow & Collaboration are built into Credit Track. At anytime, you can see exactly who has the deal and how long they’ve had it. We also provide metrics to monitor delays or issues along the way.
Who has the Deal?
Workflow & Collaboration are built into Credit Track. At anytime, you can see exactly who has the deal and how long they’ve had it. We also provide metrics to monitor delays or issues along the way.
Drowning in Paper?
Tired of sending paper packages for approval? Stop sending emails with dozens of attachments! With Credit Track, the entire loan package is online. We send email notifications when actions are required. Submit, Review & Approve any package digitally. Signatures are digital.
Drowning in Paper?
Tired of sending paper packages for approval? Stop sending emails with dozens of attachments! With Credit Track, the entire loan package is online. We send email notifications when actions are required. Submit, Review & Approve any package digitally. Signatures are digital.
Give Borrowers a Secure way to send Financial Documents
Reduce risk & increase security by providing your borrowers a secure portal to send financial documents. Our CT Digital gives your bank a secure, two-way method of file exchange between borrowers, third-parties and your credit/lending team.
Give Borrowers a Secure way to send Financial Documents
Reduce risk & increase security by providing your borrowers a secure portal to send financial documents. Our CT Digital gives your bank a secure, two-way method of file exchange between borrowers, third-parties and your credit/lending team.
Spreading Too Complicated?
We created a simple yet powerful tool to input financial data in an Excel-like experience. Included are powerful analytics to modify and define various accounts, ascertain projections and model cash flows. Simple to implement. Very cost effective & we can import all your legacy spreading data.
Spreading Too Complicated?
We created a simple yet powerful tool to input financial data in an Excel-like experience. Included are powerful analytics to modify and define various accounts, ascertain projections and model cash flows. Simple to implement. Very cost effective & we can import all your legacy spreading data.
Inefficient Processes?
Streamline and provide consistency in your lending process. Enable business rules to move packages within the Credit Lifecycle. Eliminate the delays and potential loss of business.
Inefficient Processes?
Streamline and provide consistency in your lending process. Enable business rules to move packages within the Credit Lifecycle. Eliminate the delays and potential loss of business.
Features You’ll Love
- Integrate with existing bank systems
- Completely automate the workflow for your entire loan portfolio
- Dynamic Global Cash Flow calculations
- Nightly feed from your bank’s core
- Respond quickly to Auditor requests
- Create customized Dashboards
- Manage & perform covenant compliance
- Spreading solution for financial analysis
- Submit loan package approval electronically
- Auto-populate Word & Excel templates
- Move to a “paperless” environment
- 360 degree view of customer relationships
As a Microsoft Solutions Partner, our .NET platform is fully supported by Microsoft’s ecosystem. We deploy mission critical software in Microsoft’s secure & scalable Azure environment.
As a Microsoft Solutions Partner, our .NET platform is fully supported by Microsoft’s ecosystem. We deploy mission critical software in Microsoft’s secure & scalable Azure environment.
Schedule Your Demo
Call us at 949-916-9800 or simply fill out the form below and we’ll contact you to schedule a demo of Credit Track at your convenience.