Effortless Risk Management
Unlock the Power Of Automation For Covenant Monitoring and Loan Exception Tracking
Bankstride automates loan reporting and covenant monitoring to reduce credit exceptions and accelerate loan closures. It streamlines underwriting, risk reporting, and portfolio management for a seamless banking experience.
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Cutting-Edge Automation for Optimal Efficiency
Set up recurring or one-time requests and BankStride will automatically send your borrower notifications and reminders, along with a link to securely review submit relevant documents or data.
Exceptions Tracking & Reporting
Gain real-time insight into your loan portfolio exceptions including information about the exception, type, any actions taken, timestamp, and the relevant parties involved. Generate reports for auditing, compliance, and management purposes
Commercial Loan Management
Manage loan pipelines, track draw requests, monitor loan covenants, and generate exceptions reports all in one, easy-to-use place
Customized for Your Financial Institution
Customize loan document checklists, financial requirements, details, and approvals workflow for various loan types. Assign user roles with various permissions and restrictions for approvals, quality review, visibility, and inputs. Configure teams and organizational heirarchy and assign users accordingly. Create approvals permissions and workflow to manage quality review and process.
Secure & User-Friendly Borrower Portal
BankStride's no-login borrower portal provides a secure platform for borrowers to view and submit requested documents. The system sends automatic reminders until requirements are met. Once submitted, the software notifies the lender for review. If necessary, the lender can return the request with comments for correction.
Seamless Integration & Implementation
BankStride can integrate with your core and other systems or be used as a stand-alone product. The simple, user-friendly interface allows for quick adoption and deployment.
Trusted by industry leaders
What banks are saying
Michael Ramirez, Vera Bank
Lenders and their lending assistants spend countless hours cultivating leads and relationships with clients, and BankStride relieves them of the day-to-day time commitment of managing exceptions and reporting requirements, while enabling them to focus on lead generation and profitability.
Doug LeBlanc, Encore Bank
BankStride’s functionality is the perfect complement to our loan operating system, as it improves time to money. In real time, BankStride ensures our customers know exactly what they have provided, and what it is outstanding.
Technology Company (VP of Engineering)
"We were drowning in undocumented APIs and struggling to enforce security without breaking CI/CD. APIDynamics integrated perfectly with our development pipelines and gave us the control we needed—without slowing down our engineers. It's API security reimagined for modern dev teams."
Why BankStride?
Automate loan processing, exceptions tracking,
and risk reporting
Cutting-Edge Automation for Optimal Efficiency
Set up recurring or one-time requests and BankStride will automatically send your borrower notifications and reminders, along with a link to securely review submit relevant documents or data.
Exceptions Tracking & Reporting
Gain real-time insight into your loan portfolio exceptions including information about the exception, type, any actions taken, timestamp, and the relevant parties involved. Generate reports for auditing, compliance, and management purposes
Commercial Loan Management
Manage loan pipelines, track draw requests, monitor loan covenants, and generate exceptions reports all in one, easy-to-use place
Customized for Your Financial Institution
Customize loan document checklists, financial requirements, details, and approvals workflow for various loan types. Assign user roles with various permissions and restrictions for approvals, quality review, visibility, and inputs. Configure teams and organizational heirarchy and assign users accordingly. Create approvals permissions and workflow to manage quality review and process.
Secure & User-Friendly Borrower Portal
BankStride's no-login borrower portal provides a secure platform for borrowers to view and submit requested documents. The system sends automatic reminders until requirements are met. Once submitted, the software notifies the lender for review. If necessary, the lender can return the request with comments for correction.
Seamless Integration & Implementation
BankStride can integrate with your core and other systems or be used as a stand-alone product. The simple, user-friendly interface allows for quick adoption and deployment.
Built by Bankers, For Bankers
Why BankStride?
Loan management can be a complex and time-consuming task, but with BankStride, it doesn't have to be. Our platform is designed to simplify loan management and allow commercial banks to focus on serving their customers, reducing risk, and closing more loans. We believe in making things simple and efficient, which is why our platform is user-friendly and intuitive. Commercial bankers, credit officers, and loan operations can easily monitor their loans, handle exceptions, and collect documents with ease. No matter the size of your financial institution, BankStride is the solution you need to streamline your loan process and achieve greater success.
How it works
BankStride combines checklists with cloud storage to help you communicate and monitor your information requests and documents.​
All it takes to get started:
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​Request items by creating projects for one-off items or templated lists.
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Review incoming files from your client and mark items as satisfied or complete.
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Repeat with automatically recurring requests and reminders.​
Bankstride platform features
Why do banks and customers love BankStride?
