Portfolio Track helps in the monitoring and tickler process via tracking covenant conditions and required financial submissions. The application has a dashboard feature to track metrics as well as performing various levels of operational and management reporting.
The platform is highly configurable, can interface with existing bank systems and requires no programming knowledge to make operational changes, add fields and modify ticklers/covenants. Upcoming ticklers and exceptions are managed via reports and letters/emails generated by a click of a button
- Manage ticklers and covenants automatically
- Define items to track at relationship, borrower or loan level
- Generate ad-hoc reports quickly to view your portfolio from multiple perspectives
- Perform segmentation analysis
- Generate letters and send emails with a single click