Who We Work With
Lightning-fast, unconventional lenders have changed the game.
The rapid advancement of tech has led banking customers to expect quick, seamless service while still accommodating their preferred way to engage — whether digitally, face-to-face, or a blend of both.
But you can’t keep up when your institution depends on people-reliant paper workflows.
Without automation you’re left with poor visibility, confusion, delays, and frustrated customers.
The Lending Process Automation Platform
Break away from the competition.
Teslar Software automates labor-intensive, rudimentary tasks and creates efficient workflows configured precisely for your financial institution. Our platform aggregates and unifies data in a single system, providing tools and visibility for consistent and rapid processing. Handle high volumes while delivering expedited experiences that delight customers.
Speed
Faster loans for a competitive edge.
Teslar gathers, unites, and analyzes data — serving loan officers the right information so they can quickly underwrite and close loans, and communicate with teams and customers.
Transparency
See what’s happening every step of the way.
Teslar brings everything together — loan statuses, workflows, reporting, audit trails — in real time via a centralized hub that fosters collaboration.
Accuracy
Trustworthy information at every turn.
Teslar provides correct core data, robust deduplication capabilities, and 100% accurate exceptions, informing every automation, prediction, workflow, and data aggregation.
Compliance
Precise processes dramatically reduce risk.
Teslar’s automation modules are fully compliant, so you can maintain data integrity and adherence to required protocols, internal policies, and federal regulations.
Solutions for Industry Needs and Challenges
-
Loan Origination
-
Operational Workflows
-
Deposit Operations
-
Advanced Portfolio Management
-
Credit Risk Management
-
All Modules
Loan Origination
Loan Origination
Gain incredible velocity for extraordinary customer experiences.
- Customer Portal
- Basic Pipeline
- Loan Origination System
- Exceptions/Tickler Tracking
Operational Workflows
Operational Workflows
Eliminate excessive data entry by utilizing core data automation to generate, complete, and route forms efficiently.
- Construction Inspection/Draw System
- Workflow & Forms Automation
- Exceptions/Tickler Tracking
- Basic Pipeline
- Annual Loan Review
Deposit Operations
Deposit Operations
Simplify the management of your deposit portfolio and enhance communication with staff and customers.
- Customer Portal
- Workflow & Forms Automation
- Exceptions/Tickler Tracking
- BI & Analytics
Advanced Portfolio Management
Advanced Portfolio Management
Boost lender productivity and accuracy with correct, real-time info.
- Exceptions/Tickler Tracking
- Performance Scorecards
- BI & Analytics
Credit Risk Management
Credit Risk Management
Avoid pitfalls with trustworthy data and on-target automation.
- Special Asset System
- Annual Loan Review
- Loan Review (Internal)
- Exceptions/Tickler Tracking
- Construction Inspection/Draw System
All Modules
All Modules
Create your custom solution with our mix and match modules.
- Customer Portal
- Basic Pipeline
- Loan Origination System
- Credit Memo Creator
- Doc Prep Integration
- Exceptions/Tickler Tracking
- Construction Inspection/Draw System
- Workflow & Forms Automation
- Performance Scorecards
- BI & Analytics
- Special Asset System
- Annual Loan Review
- Loan Review (Internal)
- Secure Document Upload
- Community Connect
Our Industry Recognition & Partnerships
Latest Resources From Teslar
NEWS
We’re Finovate Awards Finalists!
We’re excited to be recognized as a finalist for the 2023 Finovate Awards in the Best Use of Robotic Process Automation category!
POWER USER STORIES
Utilizing Teslar to Empower Your Employees
Pam Lawson from Grand Savings Bank shares how Teslar has helped her community bank navigate some of the challenges currently facing bankers. Using Teslar’s workflows and dashboards, employees have become more efficient, streamlined, and empowered. Every employee, from CSRs to back room operations and loan staff, has benefited from the platform.
PRESS RELEASE
Extraco Banks Partners with Teslar Software to Modernize Commercial Lending
Extraco Banks and Teslar Software announce their partnership to streamline the bank’s commercial lending process and more effectively balance their portfolio.
It’s Time to Transform Your Lending and Deposit Processes
Get the tools and transparency you need to consistently process loans at warp speed.
Schedule a Demo