Manage Lending Relationships Beyond the Life of the Loan

Automation That Saves Time, Increases Profitability


It's estimated that each year nearly 50% of loan transactions processed by staff are related to renewals ... and absolutely none of that time contributes new revenue to your bottom line. With the Portfolio ManagementCenter, the loan renewal process can be largely automated, saving enormous amounts of time that can be better spent serving clients and generating new business. You’ll know which products best meet borrowers' needs at any given time based on their historical and current data.

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Benefits for community businesses:

  • Predictable cash flow
  • Ability to take advantage of supplier discounts
  • Reduced short term debt
  • Ability to offer flexible terms to customers
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Benefits for your financial institution:

  • Greater insight into financial health of the business
  • Yields are generally higher than those of traditional credit lines
  • Build core deposits
  • Improves consistency across lenders
  • Built-in risk mitigation tools

Get the Portfolio ManagementCenter Toolkit

Management of your loan portfolio can be largely automated, while you still maintain control and manage risk effectively.


The toolkit includes:

  • Whitepaper: Nine Core Elements of a Portfolio Management System
  • Infographic: How Portfolio ManagementCenter Works
  • Portfolio ManagementCenter Product Brief
  • Blog: Creating Efficiencies Throughout the Life of the Lending Relationship
  • Automated Loan Renewal Technology: How It Works
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