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Tools for the renewal season

It is hard to believe 2019 is coming to a close and the 2020 renewal season is just around the corner.  As you prepare for loan renewals at your lending institution, consider these FINPACK tools to help make the process smoother and more streamlined for you and...

FINPACK Balance Sheet Worksheet

Gathering customer data for year-end analysis and credit renewal can be difficult.  FINPACK tries to assist with the process by providing a Balance Sheet Input Worksheet with the customer’s most recent balance sheet data for updating.  This tool is provided...

Using FINPACK Lite to Collect Customer Balance Sheets

To complete a credit analysis on a current or prospective borrower, an accurate balance sheet is crucial.  Actually getting balance sheet information from a customer is even more crucial.  Having a streamlined way to get balance sheets saves both the bank and the...