Annual Loan Reviews
Annual loan reviews, term loan reviews, largest borrower reviews. It has many names, but the need is the same. Identify the borrowers who need it, get updated documents, review the situation, and make any suggestions on the credit. It can be a lot of work for something that you hope changes nothing. With Teslar, this process becomes semi-automated and manageable. Let Teslar auto identify the loans, create workflows for the steps, manage expectations, and send out consistent reviews for management approval all while keeping everyone informed of what is due and where everything is.
Auto detect loans
Teslar will auto-detect all loans that need an annual review.
Automated routing and workflow for the annual loan review from start to finish. No printing, scanning, or emailing needed.
Consistent and reliable processes from start to finish.