Baker Hill Advisor for Relationship Lending Overview
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Transcript of Baker Hill Advisor for Relationship Lending Overview
Advisor® for Relationship Lending
Copyright © 2016 Baker Hill Solutions LLC – Confidential & Privileged
Gives the ability for commercial loans to be processed and decisioned, quickly and easily. Collaborative process Sales and underwriting pipelines Principal credit bureaus Configurable credit memo Financial spreading capabilities Powerful credit analysis Decision capture Doc prep interface Tracking and document exception
creation
Baker Hill Advisor® for Relationship Lending
Spread statements
Statement Analyzer facilitates: Reporting Covenants Data Collections Global cash flows Cash flow re-mappings Comprehensive Credit
Memo
Spread statements
Use one of our many standard formats, or create your own
Easily define and customize calculation methods
Conduct complex ratio analysis And more…
Narrative for the memo
Use one of our best practice analysis types, or create your own credit memo narrative
Be able to have your analysis page merge with your credit memo
Render commercial credit memo
New enhanced relationship lending driven credit memo’s
You have the ability to author your own credit memo templates
Using client, collateral and other data to generate an export for a document preparation system
We will be providing a data report that you can review before exporting
Export to document preparation system
Reporting and documentation
Dashboards for real time reporting
Custom reports with charts, graphs, scheduling
Personalized documentation for forms, letters, credit memos
Baker Hill Advisor for Relationship LendingCase study
B U S I N E S S C H A L L E N G E
S O L U T I O NBaker Hill’s Advisor for relationship lending is a powerful relationship management application that automates the lending process while enabling a 360 degree view of
complex client relationships
A regional bank wishes to grow faster than peer institutions. Working with their multiple systems, the management needs to maintain its high credit quality while renewing a focus on commercial and industrial loans.
Time spent in creation of approval
documentation reduced by 66%
Single point of data entry helped to
reduce number of errors
Increased total outstandings by 10% while reducing losses
Relationship managers increased the number of calls
by 14%