News & Updates

Path 2

5 Insider Tips for Using Commercial Lending Software

February 07, 2023

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...

Read More

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...

Read More

The Pros and Cons of Commercial Loan Analysis Worksheets

January 10, 2023

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...

Read More

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...

Read More

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...

Read More

4 Features Your Financial Statement Analysis Software Must Have

November 11, 2022

Small banks and credit unions face a challenge as they grow–how to scale financial statement analysis as the bank’s portfolio expands. While growth clearly shows you’re doing something right, you...

Read More