
LOAN REVIEW
Loan Review uniquely combines career credit experts and an online, real-time portal to conduct thorough, transparent and efficient reviews—with a lot less hassle.
- Expert credit review, completed by credit risk & loan professionals with decades of experience.
- Document review by paralegals.
- Real-time exception clearing and grade-change confirmation.
- Faster loan review process so you can avoid the back-and-forth hassles and constant meetings.
- High-level reports for management and the board, including public and peer data credit comparisons.
- 24/7 access to the online portal.
- 12-month access to the tools and analysis.


portfolio analyzer
Portfolio Analyzer enables you to quickly access insightful analyses of your institution’s credit portfolio and individual loans, and easily create reports and graphs that drill into a portfolio by providing emerging risks through loan grade migrations, concentration risks and exposure, and pricing risk.
- Real-time view of portfolio (monthly reporting).
- Identify hotspots by type, industries, and collateral.
- Drill-down capabilities to precise loan-by-loan data.
- Customizable charts, graphs and reports with insights such as concentration exposures, emerging risks and risk trends.
- 24/7 access to the online portal for unlimited users.