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News & Updates

Path 2
Loan Tracking Software for Loan Exception Tracking

What to Look for in Loan Tracking Software | The Top 5 Features

January 24, 2023

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...

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How to Find the Right Credit Risk Software for Your Institution

December 20, 2022

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...

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Man Using Mobile Tax Return Analysis Software

How to Make Tax Return Analysis More Efficient for Lenders

December 06, 2022

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...

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5 Exception Tracking Best Practices to Track More Efficiently

November 29, 2022

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...

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