Credit Track is our flagship web-based Commercial Loan Origination Software (CLOS) platform that reduces risk, maximizes workflow efficiency, substantially decreases analysis and approval timelines and provides immediate ROI.
PORTFOLIO TRACK
Portfolio Track reduces risk by automatically managing covenants and ticklers at the relationship, borrower or loan level. Seamlessly integrated with our Financial Track and CT Portal solutions, Portfolio Track provides a simple process to quickly create and manage covenants while in direct communication with your borrowers.
FINANCIAL TRACK
Financial Track is our best-in-class spreadsheeting module for banks, credit unions and finance companies that need a simple to use yet powerful tool to input and analyze financial data. Powerful analytics allow users to modify and define various accounts, ascertain projections and model cash flows.
CT DIGITAL
CT Digital is our secure, bank-branded web portal that allows banks to communicate and exchange data directly with its borrowers and their designates, such as accountants, attorneys and business partners. Intelligently integrated into CreditTrack and Credit File, CT Digital streamlines the process to request and receive information to satisfy ticklers and other reporting requirements.
CT MOBILE
CT Mobile is a native Mobile App for iOS and Android devices allows full access to CRM Information, Deal Status, Approval Workflow and other features for Bankers on-the-go.
CT ANALYTICS
CT Analytics Quickly access, integrate and report on hundreds of key metrics.
CREDIT FILE
Credit File is our electronic filing cabinet for all loan and borrower documents. Our Enterprise Content Management system has a familiar, simple user interface we help to make it easy to find and access borrower and loan information for reviews, audits and renewals.
SOLUTIONS
Tailored for each bank
We understand your bank does things a little differently. We built Credit Track to meet those unique needs by creating an intelligent configuration engine so you don’t have to compromise on your objectives, processes or organizational structure. Cloud-based or in-house options are available to meet your operational needs, as well as the strict requirements of your bank’s IT infrastructure.
Close loans faster
Banks are able to process and close loans faster by leveraging our workflow engine and streamlining the credit process. Our loan pipeline, workflow configuration and approval process modules allow banks to eliminate redundant tasks, thereby allowing them to spend more time with their clients.
Project Management & Implementation
We adhere to fundamental project management principles throughout the implementation of our technology. Our engagements succeed with complete visibility and open communication into all aspects of the project. We bring our expertise and consultative opinion to bear on all facets of your project.