What’s Delaying Your Deals
Features you paid for sit unused or upgraded. Processes that should be automatic are manual. Every day a deal takes longer than it should, you risk losing to faster banks.
Credit Memo and Document Generation
Users still rely on external spreadsheets and documents rather than using the data elements available within the platform to generate documents automatically.
Shadow Systems & Workarounds
When the system doesn't match how lenders work, they build outside processes that slow down deals and break your reporting.
Unused Features You Already Pay For
Features like Risk Rating and Exposure sit dormant while your team calculates by hand.
Opportunity and Loan Sync
Once an opportunity is converted to a loan, data elements and stages are out of sync, which could lead to inaccurate pipeline reporting.
What You’ll Walk Away With
- One-Page Brief: Your optimization plan with priorities, risks, and next steps.
- Quick Wins: Specific changes you can make now.
- What to Activate or Upgrade First: Features you already own that help eliminate manual work.
- Risks and Blockers: Issues that could derail your progress, and how to address them.
