Automate portfolio management
The Baker Hill NextGen Exception Tracking solution module automates the administrative and relationship aspects of portfolio management.
- Streamlined portfolio processing helps decrease loan losses and risk exposure
- Reduce client servicing costs
Integrate risk management at every level
Exception Tracking consolidates portfolio monitoring into a common, centralized database and standardizes tracking and monitoring across lines of business. You can:
- Create unique views and checklist templates to meet departmental needs
- Control access to data based on a user’s role and security profile within each line of business
- Build checklists quickly from a predefined list of tracking items.
Improve credit quality and compliance
Improve your institution's credit quality and compliance through features that include:
- Policy help links to your institution’s credit policy to guide users in understanding requirements for exception clearing
- Regulatory or institution-initiated policy guides maintained in one location to ensure compliance
Centralize reporting
In addition to standard reports, a custom report authoring environment provides the ability to filter and modify reports based on tracking item families, status, date range, and more.
- Report access is secured at the user, business unit and role levels
- Users may schedule reports on a recurring basis
Generate documents automatically
The correspondence manager facilitates mass or single communications, which can be handled via print mail.