Who Uses This Software?

Community banks and credit unions that want to replace their Microsoft Excel loan pipeline spreadsheets with a centralized loan and deposit management system.

Average Ratings

1 Review
  • 5 / 5
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • TrakPointe
  • www.trakpointe.com/
  • Founded 2000
  • United States

About Loan Pipeline System

The TrakPointe Loan Pipeline System tracks commercial bank loans and deposits through all stages of the pipeline process: business development, underwriting, closing, and/or the declined/withdrawn process, including Reg B compliance reporting. TrakPointe is a SaaS (software-as-a-service); it meets all FFIEC data security requirements; it provides a full suite of automatic alerts and reminders, eliminates Microsoft Excel spreadsheet risk; and is accessible with any Internet-capalble device.


Loan Pipeline System Features

  • Asset Management
  • Audit Trail
  • Complex Debt Structures
  • Dashboard
  • Document Management
  • Exposure Management
  • Lead Management
  • Pipeline Management
  • Risk Management
  • Trend Analysis
  • Amortization Schedule
  • Audit Trail
  • Closing Documents
  • Compliance Management
  • Customer Database
  • For Finance Industry
  • Loan Processing
  • Loan Submission Control
  • Mortgages
  • Online Application Acceptance
  • Accounting Management
  • Amortization Schedule
  • Application Management
  • Automatic Funds Distribution
  • Collateral Tracking
  • Collections Management
  • Compliance Management
  • Customer Database
  • Fee Management
  • Investor Management
  • Loan Processing
  • Amortization Schedule
  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • Customer Statements
  • Document Management
  • Electronic Applications
  • Loan Origination
  • Loan Servicing
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Residential Mortgages

Loan Pipeline System Reviews

TrakPointe Loan Pipeline System

Jun 11, 2014
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Beach Business Bank has used the TrakPointe Loan Pipeline System successfully for years. It has provided us a single location for all of the necessary information regarding loans - borrower, potential loan amount, terms and conditions, the responsible loan officer, the processer and the potential funding date. TrakPointe also provides tracking and information which assists with monitoring the Bank's Reg B compliance. Simple to use, the system was easy to implement and was well supported by the vendor.