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For decades, banks and credit unions have used tickler systems to manage commercial lending accounts and ensure they are staying on top of documentation. Once done on paper and kept in filing...
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...
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...
If there’s one constant in tracking, it’s that the specifics of what is tracked changes from customer to customer. What exceptions are tracked and how they’re tracked can even vary between officers...
