Many credit departments within financial institutions struggle with manual credit review processes, poor communication and a lack of transparency taking your commercial lenders, portfolio managers and credit analysts away from spending time on the one thing that matters most: helping clients. Designed exclusively for banks with commercial lending operations, Virtual Loan Assistant solves two main challenges of the credit review process: collecting financial documents and increasing transparency across the organization. Features will increase productivity, improve communication and keep employees in front of the customer.

Use Cases

Credit Process Analytics
Financial Document Collection and Tracking
Email Notifications (internal and third party)
Work Queues
Client Relationship Mapping

Collect Financial Documents

Virtual Loan Assistant manages the entire document collection workflow, helping to collect tax returns and other performance requirements quicker and easier than ever before.

Automatic notifications sent to customers and third parties
Documents, requests and correspondence tracked within the system
Views of key data such as relationships, records and status with one-click

Improve Transparency

Virtual Loan Assistant provides everything your team needs to effectively process credit reviews and helps you oversee credit operations within your department.

The Credit Review Dashboard provides a snapshot of overall credit compliance health; detailing requests by status, due date, credit analyst, portfolio manager, etc.

Dashboard of overall credit process compliance
Configurable analytics (role-based)
Export/Import capabilities

Third-Party Friendly

Connect Virtual Loan Assistant™ to your core processing system. VLA is compatible with third party apps like FIS, Fiserv and Jack Henry. We will work with you to identify the right integration points to meet your needs.

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About TrellisPoint

Virtual Loan Assistant™

by TrellisPoint LLC