Customer Data Management (Work Flow)
FastGrade's customer data management and work flow capabilities provide lending personnel summarized or targeted, action specific information that will keep your lending portfolio up to date.
Collateral Tracker
FastGrade's Collateral Tracker will provide lending personnel with centralized data on every piece of collateral you choose to track.
- Estimated current value
- Cost to Convert for impairment and reserve calculations
- Fair Market Value
- Liens for all creditors
- Total amount of collateral per borrower
FastGrade's Collateral Tracker with work flow and tickler system assists lending administration with ensuring documentation and filings are up to date:
- Annual UCC Filings
- Annual Insurance Expiration and Collection
- Schedule and complete periodic inspections
- Schedule and update appraisals
Conversation Tracker
Wow your customers and impress the examiners by recording conversations you have with your customers in FastGrade's Conversation Tracker. Have those conversations available in a central location and aggregated in a single report. Conversation tracker allows your bank to track internal and external audit examinations including action plans to cure poor or nonperforming credits.
