Reduce Cost of Client Acquisition
Improve Portfolio Quality
Minimize Risk & Exposure
Improve Client Onboarding Experiences
- Gather ALL customer information once at the beginning of the process
- Ensure the right person receives the right information at the right time for faster reviews
- Seamlessly integrates into your existing LOS and/or CRM system
- Indexes documents from the obligor level to the loan level for ease in finding and reusing them
- Launches the onboarding process directly from your CRM system
- Creates approval and deal documents automatically
- Obtains client signatures anywhere from any device
Board and Release Commercial Loans With Ease
- Ensures all documents have been submitted and signed
- Integrates into servicing applications for seamless processing
- Supports audit, prioritization, etc.
- Automatically initiates the covenant review processes
Effortlessly Review Covenants
- Automatically updates review terms and the review process when a new obligation is added
- Notifies the reviewer of upcoming reviews
- Easily obtain, organize and analyze client financial documents in a single interface
- Increased visibility into the status of a covenant review, exceptions and trends
Focus on Your Customer
We’ll Focus on IT…
Why burden your team with the unwanted stress of building, deploying, and maintaining your infrastructure and applications?
Pyramid Solutions’ Managed Services provides you the assurance and time to focus on providing new innovative services to your customers. With a secure environment and guaranteed high availability, your applications will be humming 24×7.
From building out your cloud strategy to customizing applications to deployment, let Pyramid Solutions handle it.