News & Updates

Loan analysts use Excel nearly every day. Many learned the formulas, functions, and how to set up spreads on their own, asking colleagues or searching the internet for help. Even with their hands-on...

Many community banks today manage financial statement spreading using Excel. Others opt for spreading software solutions. Both have their pros and cons, depending on the size of your institution,...

Not all loan underwriting software is created equal. Just as there are many different kinds of lending institutions, from large commercial banks to small credit unions, there are many software...

Transitioning to financial spreading software is a big step for community banks and credit unions. Before making the switch, they must consider need, benefits and cost. In our experience, banks and...

Investing in commercial lending software is a commitment. It takes time and resources to integrate the product into your processes and get employees the credentials and training they need. It’s also...

Credit unions and community banks commonly use Microsoft Excel for tracking loan covenants and financial documents, while some banks prefer to perform tracking tasks using the bank’s core system. The...

Helping a business grow or a new business open its doors is one of the most satisfying parts of working in commercial lending. However, the process of analyzing and approving small business loans can...

Today’s banks have a wide selection of options when it comes to loan origination and credit risk software. Community banks and credit unions are seeking software that’s going to make the process less...

Tax returns are an essential tool for analyzing the financial health of a small business and better understanding cash flow. While there is a wealth of information within these forms, tax returns...