Advisor® for Relationship Lending

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Gives the ability for commercial loans to be processed and decisioned, quickly and easily. Collaborative process Sales and underwriting pipelines Principal credit bureaus Configurable credit memo Financial spreading capabilities Powerful credit analysis Decision capture Doc prep interface Tracking and document exception

creation

Baker Hill Advisor® for Relationship Lending

Spread statements

Statement Analyzer facilitates: Reporting Covenants Data Collections Global cash flows Cash flow re-mappings Comprehensive Credit

Memo

Spread statements

Use one of our many standard formats, or create your own

Easily define and customize calculation methods

Conduct complex ratio analysis And more…

Narrative for the memo

Use one of our best practice analysis types, or create your own credit memo narrative

Be able to have your analysis page merge with your credit memo

Render commercial credit memo

New enhanced relationship lending driven credit memo’s

You have the ability to author your own credit memo templates

Using client, collateral and other data to generate an export for a document preparation system

We will be providing a data report that you can review before exporting

Export to document preparation system

Reporting and documentation

Dashboards for real time reporting

Custom reports with charts, graphs, scheduling

Personalized documentation for forms, letters, credit memos

Baker Hill Advisor for Relationship LendingCase study

B U S I N E S S C H A L L E N G E

S O L U T I O NBaker Hill’s Advisor for relationship lending is a powerful relationship management application that automates the lending process while enabling a 360 degree view of

complex client relationships

A regional bank wishes to grow faster than peer institutions. Working with their multiple systems, the management needs to maintain its high credit quality while renewing a focus on commercial and industrial loans.

Time spent in creation of approval

documentation reduced by 66%

Single point of data entry helped to

reduce number of errors

Increased total outstandings by 10% while reducing losses

Relationship managers increased the number of calls

by 14%