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Credit Manager

Credit Manager is a complete solution for managing, reviewing and analyzing credit applications, significantly reducing commercial application turnaround times while improving credit risk mitigation.

Use Credit Manager to manage credit relationships throughout the credit lifecycle with one scalable solution:

  • Reduce Turnaround/Boost Productivity
    Automate routine tasks such as production of the Credit Memo and executive reports; increase efficiency through an adaptive workflow, collaboration and common access to an electronic credit file.

  • Mitigate Risk
    Enforce credit management procedures for improved credit quality; standardize workflow and track compliance with internal procedures and controls through an audit trail.

  • Improve Customer Service
    Utilize aggregate information that supports the decision process, handling customer credit interactions in a relationship-centric view. Better customer service leads to increased customer satisfaction and more renewals, both keys to a successful commercial lending operation.

  • Simplify and Streamline Workflow
    Collect needed information based on small and large-business profiles, implementing approval workflows to move each credit file efficiently through the institution. A personalized desktop displays pipeline, alerts and warnings, ticklers and more.

  • Grow with the Needs of Your Institution
    Rely on the latest Web technologies, a robust feature set, and secure and scalable architecture.

  • Recover Delinquent Debt
    The Credit Manager debt recovery functionality focuses on the tracking and management of delinquent loans and customers. The system manages the entire collection lifecycle from sending out notification letters to a court case, recovery, auction or write off.

Credit Manager is a complete solution for managing, reviewing and analyzing credit applications, significantly reducing commercial application turnaround times while improving credit risk mitigation.

CreditQuest® provides over 40 standard reports covering most areas of credit management, with fine-grained security access and customizable templates for expanding your library. Report Manager provides easy access to current and historical application activity, expiring credits, ticklers, covenants, customer lists and much more.

Overview of CreditQuest Credit Manager

Overview