CreditQuest Credit Manager
CreditQuest Credit Manager is a complete solution for processing commercial and small business credit applications and managing the full customer business relationship, significantly reducing application turnaround time while improving consistency and risk.
- Data entry is streamlined presenting the screens appropriate to the customer and product type in the request
- Host interface automatically updates all accounts and balances in a single step
- Automated workflows assist with navigation, enforce following established rules and captures all decisions on a request
- Whether retrieving prior credit application history, pulling credit bureau reports, or accessing financial statement spreads, all items are accessed with a few clicks
- Users can enter the application narrative comments and recommendation, run spell-check and preview the credit memo.
- Banking Activity – Review all customer-related accounts providing a complete presentation of a customer’s credit, collateral, deposits and fee income―both historical and up-to-the-minute.
- Business Structure – See the big picture and overlapping ownership and influence, using an interactive ownership “tree” for a complete graphical representation of affiliated companies, individuals and additional business ties.
- Credit Memo – Automated credit memos automatically assemble all information. The administrator controls the precise content, format and layout properties to produce consistent, professional presentation-ready results – for printed page and electronic use.
- Customer-Related Correspondence – Access all customer-related correspondence from one source.
- Pending Applications
- Alerts and Exceptions
- E-mail and Calendar
- Document Ticklers
- Referrals and Opportunities
MS SQL Server