Advanced template-based management of internal or external loan review, loan profiles, asset review, or other periodic review processes.
- Planning of targeted loan reviews and audits at the loan or relationship level
- Easy tailoring of loan review templates to match the institution’s existing reporting style
- Recording of loan level findings and policy exceptions, with responses/corrections from bank officers
- Start new reviews from blank template or copy of existing template / narrative with updated loan values
- Capture of recommended credit actions
- Rules based approval workflow based on bank policy