One View of the Pipeline
Get a clear view of active deals, their progress, what needs to happen next, and who is responsible. Everyone works from the same information instead of relying on emails and individual updates.
Solution: Commercial Lending
One home base for your commercial lending process.
Bring your people, processes, and information together with a centralized, configurable approach to commercial lending.
Teslar gives lenders, credit teams, and operations a shared place to move deals forward, collect documentation, complete credit work, communicate across departments, and see exactly where every deal stands.
Know Where Every Deal Stands
Commercial lending involves a lot of people, information, documentation, and decisions. When those pieces live across emails, spreadsheets, shared drives, and disconnected systems, it becomes harder to know the status of a deal or what needs to happen next.
Teslar creates a centralized process from opportunity through closing, giving your team one place to manage the work while maintaining the flexibility to lend the way your institution wants to lend.
Build a Process Around Your Institution
Configure stages, questions, document requirements, and workflows around your commercial lending process. Create consistency without forcing every institution, loan type, or team into the same predefined structure.
See What’s Coming
Understand what may fund and when with pipeline visibility and forecasting tools that help your institution look ahead, anticipate funding needs, and better plan for liquidity.
A Clear Process for Every Deal
Create a consistent, configurable process that keeps commercial deals moving and gives each team clarity on what needs to happen next.
Reduce Post-Close Follow-Up
A consistent origination process doesn’t just help your team get loans closed. It can help prevent problems after closing, too.
Document checklists and standardized workflows help your team collect the right information and documentation before a loan closes, reducing missed items that can become exceptions later.
Once the loan is booked, Teslar helps your team continue managing policy, collateral, financial, and required document exceptions and covenants throughout the life of the loan.
Start with a better process. Carry it through the life of the relationship.
Lending Tools, Connected to the Deal
Give your team access to more of the information they need without sending them between systems.
Teslar brings lending tools and integrations directly into the commercial lending workflow, helping reduce manual lookups, duplicate entry, and unnecessary touchpoints.
Capabilities include:
Credit pulls and borrower-level credit information
Financial spreading and analysis
Credit memo creation
JD Power collateral valuations
Fraud checks and CIP verification
Document preparation and pricing integrations
Document collection and imaging
Exception and covenant tracking
A Commercial Lending Process Built Around Your Institution
No two institutions handle commercial lending exactly the same way.
Teslar gives you the flexibility to configure stages, workflows, questions, documentation requirements, and responsibilities around your team while creating the consistency and visibility needed to keep deals moving.
From the first conversation with a borrower through closing and ongoing loan management, keep your people, processes, and information connected.