Portfolio Management

An organized and responsive approach to your loan portfolio management needs–make data-driven decisions, mitigate risk, and drive profitability.

Effective portfolio management is vital to the survival of financial institutions of every size. Without accessible visibility, bad lending habits go unnoticed, past due loans slip into nonaccrual, and renewals miss their closing date.

With real-time insights and automation, Teslar’s portfolio management tools empower bankers to proactively manage past due loans, track maturing loans, optimize lending workflows, expedite the loan review process, and efficiently handle loan runoff.

Key Features:

Automatically identify past dues and maturing loans

System flags urgent issues

Lending workflows for loan reviews or action plans

Portfolio views such as...

  • Closed and Charged Off Loans
  • Largest Borrower Reports
  • Loan Only Relationships
  • New and Renewed Loans
  • Non-Accrual Reports
  • Loan Runoff
  • Largest Balance Shift
  • Overdrafts
  • Largest Depositor Reports
"It’s extremely risky to make decisions off of spreadsheet data. We all know how easily an Excel spreadsheet can be modified with just a click. And the more hands that touch an Excel file, the more dangerous it becomes. That’s why we’ve worked hard to move away from as many of those manually orchestrated spreadsheets as possible and move that data into a system of record—a single source of truth—where I know that if I look something up, it is accurate. Teslar is that source for us. I can look something up, know that it is accurate, there’s file maintenance associated with it, I can track who’s working on it, and easily see anyone’s changes and updates.”
Greg Ohlendorf
President & CEO
Download Portfolio Management One-Pager

Download this one-page document for a quick and simple overview of Teslar’s portfolio management platform.

 

Download Document

Strengthen with More Solutions

Exceptions/Tickler Tracking
Special Assets System
BI & Analytics

Schedule a Demo