Stop Chasing Client Documents
Commercial Bankers Automate Loan Origination, Underwriting, Exceptions Tracking, and Loan Monitoring
BankStride allows you and your customers to exchange information with zero friction so that you can automate underwriting and loan monitoring for financial reporting and risk.
The Workspace view in FileStride gives you a holistic overview of what you have, what you need, and where your customer stands.
Get a quick pulse check on where your projects stand with the Dashboard view in FileStride.
The Workspace view in FileStride gives you a holistic overview of what you have, what you need, and where your customer stands.
Know what you have, know what you need.
Why BankStride?
We're the digital banking solution you've been waiting for.
We make it easy to automate your loan reporting and covenant monitoring. No more managing checklists, searching for files in emails, or waiting on updates from other parties. Just create your requests and let BankStride do the work for you.
How it works
BankStride combines checklists with cloud storage to help you communicate and monitor your information requests and covenants.
All it takes to get started:
-
Request items by creating projects for one-off items or templated lists.
-
Review incoming files from your client and mark items as satisfied or complete.
-
Repeat with automatically recurring requests and reminders.
Who it's for
BankStride is a solution for individuals, teams, and banks that need a better way to request information. We've facilitated thousands of customer relationships and transactions with teams in banking, accounting, consulting, and advisory services, just to name a few.
FEATURES
Get back to the work you actually want to do.
We've facilitated over 1,000,000 client interactions...and counting.
