Benefits & Uses

Cost effective tools that can save an institution money related to the price of the product itself, the savings in time spent with training, and the enhanced performance of employees throughout multiple departments of the organization.

One-time only fee paid that allows for UNLIMITED users within an organization.

No cost related to installation or maintenance.

The collection of financial tools can be utilized to adequately perform all areas of an institution's entire Credit Analysis function as a stand-alone product.

If already using an existing primary underwriting or risk management software, these tools provide enhancements for several different roles such as analysts, loan officers, portfolio managers, lending assistants, etc.

Fully underwrite and complete credit risk analysis for deals ranging from basic and simple to very complex.

Templates are formulated to automatically perform complex calculations and analysis through simple data input.

These templates come password protected to ensure accuracy in results, while also allowing for customization to the various templates if desired.

Formulas and calculations are compliant with regulatory guidelines and recommendations related to Credit Risk Analysis.

Loan officers can use these tools to perform their own quick analysis of potential new borrowers to the institution. This is an excellent method to differentiate between potentially profitable or risky pursuits without waiting for the full Credit Underwriting process to be completed.

Credit Analysts and Credit Officers of all skill levels can enhance their performance by utilizing these tools for deeper risk analysis.

Portfolio managers can use these tools to allow timely analysis of a group of customers/borrowers anytime new financial information is obtained.