Consolidate and aggregate commercial lending data to manage your lending portfolio from Loan Origination to Loan Servicing

Portfolio Studio connects your Front office team with Loan operations to provide a standard approach to workflow and task management, allowing team collaboration across your loan portfolio. It seamlessly integrates with all systems utilized by a lender — from front to back office — allowing teams to create custom dashboards and track metrics.

Portfolio Studio also provides:

  • Integration to Core Banking Systems to avoid duplication of entry
  • Consolidation and aggregation of core banking/lending information
  • Simplified User Interface
  • Dashboard portfolio reporting with ticklers
  • Workflow and task management for teams working together in fulfilling compliance certification and credit admin

Contact us for more information
on how we can help you optimize
your commercial loan process