Takes care of capturing borrower
documents, computing DTI and loading the file into the LOS

Generates Pre-Flight summaries for
commercial loans, generates PFS, writes credit-memos for committee’s review

Tracks covenants for commercial
loans during servicing

Proactively uncovers loans in the
existing SMB customer base

Proactively uncovers loans and
deposits in the existing commercial customer base

Guides an inbound loan request
through a pre-qualification process based on FI’s underwriting policies and propensities, and rubber- stamps the loan request for one final review before funding.It also can potentially redirect the loan request to another FI if the request is outside of the FI’s credit box.

Tracks covenants for commercial
loans during servicing