BankStride

COMMERCIAL LOAN MANAGEMENT: Manage loans pipeline and onboard new customers with an efficient and streamlined workflow using a slick and cutting-edge digital solution.

AUTOMATED DOCUMENT COLLECTION: Customers can securely share documents in response to automated email and text notifications. No account setup or login is required.

LOAN RISK, COMPLIANCE AND COVENANTS: After a loan is booked, BankStride automates the management of loan reporting, loan covenants, compliance certificates, and exceptions reports.

EFFICIENCY & CUSTOMER EXPERIENCE: Customers have the option to send files through email or a secure login-less portal. Either way, files gets to where they need to go.

LOAN PORTFOLIO MONITORING: After a loan is booked, BankStride automates the management of loan reporting, loan covenants, compliance certificates, and exceptions reports.

LOAN REPORTING & FINANCIAL REPORTING: Bank leadership can drill down to identify pockets of risk and underperformance. Every member of the team knows where to focus.

INTEGRATION & IMPLEMENTATION: A simplified user interface to drive a seamless adoption and integration. Team and third parties can be added with a single click, and manage access permissions.

EXCEPTIONS & TICKLER TRACKING: Exception and tickler tracking systems facilitate better risk management, banks are encouraged to establish these systems

CONSTRUCTION LOAN MANAGEMENT: Automate construction loan management and draw process with a digital friendly document management and approval process.

BankStride is a digital banking platform designed to make it easier for banks to automate loan documents, exceptions tracking, loan reporting and covenant monitoring. With it, there's no managing checklists, searching for files in emails, or waiting on updates from other parties. Users can create requests and BankStride will do the work.

Many Banks and lending companies depend on non-public client information to provide their services. Examples include:

• Due diligence and underwriting for a loan or investment
• Financial and expenditure reports for monthly bookkeeping and tax services
• Regular document requests for credit exceptions, loan monitoring and covenant monitoring

Without a dedicated tool, professionals would have to manually manage checklists and calendar events to keep track of all required information. BankStride automates this work while improving security and reporting.