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Annual Loan Review

Making the annual loan review process easily manageable through automation.

Teslar automatically detects and aggregates loans eligible for annual loan review and assigns them to individuals responsible for managing them. The platform sets deliverables and due dates, creating clear communication between team members. Once forms are complete, Teslar routes them for approval and sends them to your imaging system.

All the data you need, right In front of you:

All loan information (number, interest rate, loan type, etc.)

All associated relationships

Loan origination details, payment information, and outstanding exceptions

Collateral pulled from your core and added directly to the performing review page

Risk details, and graphs/charts of balance and risk change over time

"Teslar’s ability to seamlessly integrate to our core expedites and strengthens tracking and reporting, allowing our team to work more productively. With Teslar, we expect to reduce time handling loan documents by about 70%, freeing up almost an entire FTE to focus on strategic initiatives.”
Art Stauffer
President and CEO, First Texoma National Bank
Download Annual Loan Review One-Pager

Download this one-page document for a quick and simple overview of Teslar’s annual loan review system.

 

Download Document

Strengthen with More Solutions

Special Asset System
Loan Review (Internal)
Exceptions/Tickler Tracking

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