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What is PrecisionLender?

Our innovative software for sales and negotiation provides commercial bankers with critical insights and coaching, empowering them to craft optimal deals that serve the interests of both the client and the bank. In the absence of this software, other initiatives may fall short of their goals. Specifically designed for relationship managers, our solution simplifies client engagement by eliminating the need for tedious data entry. This allows relationship managers to quickly assess whether each deal meets the criteria of both the bank and the client. By utilizing data effectively, they can make well-informed choices while creating tailored scenarios for clients, all while maintaining a holistic view of their various relationships. This capability enables them to modify pricing strategies and deal terms, evaluating different alternatives against the bank’s profitability objectives and competitive offers. Consequently, this results in not only successful but also profitable deals that strengthen client relationships. Furthermore, our intelligent virtual analyst, Andi®, works alongside relationship managers, tracking their activities and gathering vital data, which enhances their overall performance. The integration of such cutting-edge technology not only streamlines negotiations but also significantly increases the likelihood of favorable outcomes, ultimately leading to sustained business success. By combining technology with a personal touch, we aim to revolutionize how commercial banking transactions are conducted.

What is BankPoint?

BankPoint serves as an innovative solution tailored for commercial banks and lenders, effortlessly integrating with existing core banking systems to enhance operational efficiency and user experience. This platform is gaining traction among progressive financial institutions aiming to refine various aspects of their processes, including Loan Pipeline Management, Loan Portfolio Management, Covenant Tracking, Loan Reviews, and Document Management, among others. By adopting BankPoint, these institutions are positioning themselves to better navigate the complexities of modern banking and improve overall service delivery.

Media

Media

Integrations Supported

Kinective Bridge

Integrations Supported

Kinective Bridge

API Availability

Has API

API Availability

Has API

Pricing Information

$7600 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Lender Performance Group

Date Founded

2009

Company Location

United States

Company Website

precisionlender.com

Company Facts

Organization Name

BankPoint

Date Founded

1999

Company Location

United States

Company Website

www.getbankpoint.com/scheduledemo/

Categories and Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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