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.
Tired of sending paper packages for approval because your workflow process cannot adapt to your current business needs? 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.
Reduce risk and 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.
We created a powerful yet easy to use 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. Spreading templates available for Agriculture, Person, CRE, Non-profit, Auto Dealerships, C&I, and more. Simple to implement, easy to standardize on, highly cost-effective and we can import all your legacy spreading data.
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.
