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Description
Baker Hill’s Commercial Loan Origination System enhances the entire commercial lending experience by introducing speed, consistency, and efficiency for both lenders and borrowers. Utilizing the advanced UN/FY platform, it consolidates all parties involved, documents, workflows, and borrower relationships while automating routine tasks and standardizing the lending process. The system's intelligent financial spreading feature extracts, standardizes, and analyzes data from intricate financial documents, enabling teams to evaluate risk based on more precise and timely information. Furthermore, the financial analysis tools offer valuable insights into borrower performance, which aids in making sound and consistent underwriting decisions. With Smart Workflow Management, task routing is automated alongside credit policy enforcement, covenant monitoring, and the management of tickler and exception items, ensuring that loans progress smoothly while maintaining compliance. In addition, the secure document management system streamlines the processes of storage, retrieval, organization, credit memo creation, and addressing broader loan documentation requirements, making it an indispensable tool for modern lenders. This comprehensive approach not only enhances operational efficiency but also fosters stronger relationships between lenders and borrowers.
Description
Tickler stands out as the premier checklist application for Zendesk, relied upon by numerous teams to maintain clarity and consistency in their processes.
It seamlessly integrates dependable and user-friendly checklists directly into your Zendesk tickets. Whether managing the onboarding of a new client, addressing a complex request, or simply ensuring that important steps are not overlooked, Tickler empowers your team to remain focused and organized without unnecessary deliberation.
There's no longer a need to doubt what has been accomplished or to follow up with agents for progress updates. With Tickler, your checklists are not only transparent and actionable, but they also fit naturally into your team’s existing workflow, enhancing overall efficiency. This streamlined approach ensures that every team member is aligned and aware of their responsibilities, making collaboration more effective than ever.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Zendesk
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1.95 per user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Baker Hill
Founded
1984
Country
United States
Website
bakerhill.com/commercial-lending
Vendor Details
Company Name
Lovestock & Leaf
Founded
2009
Country
Australia
Website
www.lovestockleaf.com
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis