Loan Portfolio
Management
ActionPack
The Loan Portfolio Management ActionPack is flexible set of management
tools used by lending departments. This comprehensive ActionPack is
used for a range of activities from circulating past due reports to
tracking down missing documents. Here are some ActionPack highlights:
- Circulates loan past
due report to all lenders weekly; All comments and planned activities
are tracked and reported.
- Lending team and Board
review and attest to lending
policies
- Tracks updates to
Watch List and circulates the list for lender comments
- Schedules important
loan operations tasks such as preparing annual escrow analysis
statements, updating disclosures, and sales training
- Sends important
reminders such as transmission of HMDA to the Loan/Application Register
(LAR)
All of these activities are audited, and reported to Board and Senior
Management
 
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