Overview

BankPoint is commercial lending software that centralizes credit and portfolio workflows across areas such as commercial lending, credit administration, portfolio management, document management, loan review, and special assets/REO management. It focuses on replacing spreadsheets and homegrown systems with a unified platform for planning, scoping, tracking, and reporting on loans and credit actions. The product emphasizes a powerful workflow engine for underwriting and approvals, user-friendly reporting for credit risk and exceptions, and streamlined access to loan and customer data

  • Commercial Lending: track new deals, renewals, modifications, and other deal types with a workflow engine that streamlines underwriting and approval for faster closings and improved time to revenue.
  • Credit Administration: user-friendly reporting that provides instant answers to credit risk and exceptions, enabling growth and automating manual processes.
  • Portfolio Management: consolidated, user-friendly portfolio data that eliminates hunting for information and surfaces the data users care about most.
  • Document Management: centralized storage and access with integration to common banking imaging systems, a secure online document portal (DocuPoint), document onboarding with integrated e-signatures, and automated reporting requirements with checklists and tracking.
  • Loan Review: complete loan review solution with planning and scoping tools, configurable templates integrated with the core, precision sampling, line sheet generation, findings capture, and built-in reporting to auditors and examiners.
  • Special Assets/REO Management: improved credit action controls, automated watchlists and impairment reviews, and comprehensive REO/OREO management for problem loans and foreclosed properties.
  • FinTech Integrations: integrations with common core banking systems, imaging systems, loan servicing systems, and third-party lending systems, plus support for custom integrations during implementation.

Bankpoint Pricing (USD):

  • Free: $0 (up to 2 bank accounts)
  • Starter: $20/month (up to 5 accounts)
  • Growth: $50/month (up to 10 accounts)
  • Enterprise: Custom pricing

Pros & Cons

Pros:

Unified platform covering commercial lending, credit administration, portfolio management, document management, 

Workflow engine for underwriting, approvals, and credit actions supports consistent processes 

Reduce duplicate data entry and support existing tech stacks.

Loan review module with planning, sampling, configurable templates,

Document management with centralized access, secure customer portal

Cons:

Reliance on integrations with core and imaging systems means implementation effort

Comprehensive feature set across lending, portfolio, documents,

Positioning around modernizing and replacing homegrown or spreadsheet-based systems implies migration

Software Trial

0 Days

Free Version

No

Licensing Type

Proprietary

Starting Price

Price Type

  • Contact Vendor

Currency

  • USD ($)

Subscription

  • Quote Based

BankPoint Software Features

Banking Features

  • Compliance Tracking
  • Credit Card Management
  • Customer Portal
  • Loan Management
  • Multi-Currency
  • Online Banking
  • Private Banking
  • Risk Management
  • Security Management
  • Transaction Tracking

Deployment

  • Cloud Hosted

Platform

  • Web-Based

Support

  • Email
  • Phone

Training

  • Documentation
  • Blogs
  • Help Guides
  • Webinars

BankPoint Pricing

Pricing yet to be updated!

Software Category

Banking

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