Portfolio Monitoring

Tickler & Covenant Compliance Solutions

Manage your portfolio post-funding with Tickler, Covenant, Exception Reporting & Credit File

Portfolio Track helps in the monitoring and tickler process via tracking covenant conditions and required financial submissions. The application has a dashboard feature to track metrics as well as performing various levels of operational and management reporting. The platform is highly configurable, can interface with existing bank systems and requires no programming knowledge to make operational changes, add fields and modify ticklers/ covenants. Upcoming ticklers and exceptions are managed via reports and letters/emails generated by a click of a button.

Features You'll Love

Manage ticklers and covenants. Using our Electronic Credit File (fully integrated with ticklers), allows the bank to maintain an electronic copy of all documents.
Track any type of tickler item from financials to aging reports. Portfolio Track allows the user to define and manage a specific schedule for recurring items and maintains that history.
Perform and validate covenant compliance. Even track step-up and step-down covenants.
Define items to track at relationship, borrower or loan level.
Send follow-up letters & emails with a click of a button.
Monitor and maintain performance metrics via custom dashboards.
Integrates with existing bank systems.
Segregate “credit” related ticklers vs “at risk” related ticklers.

Let's Schedule a Demo

Is your institution evaluating alternatives for credit risk management and loan processing automation? Are you looking for specific features such as covenant and tickler management, stress testing or custom reporting?

Please fill out the form below to schedule a live preview of our solutions. No hard sell, no eye candy, no nonsense – just a consultative discussion with one of our Consultants on how to best address your needs, concerns and issues.

You can also call us, and we’ll be happy to schedule a time for a live product demo. Our phone number is 888-315-4704.

Corporate HQ

Global Wave Group, LLC
26970 Aliso Viejo Pkwy, Suite 250
Aliso Viejo, CA 92656

888.315.4704 info@globalwavegroup.com
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