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Advanced FINPACK Credit Analysis Training

Would Advanced FINPACK Training be useful to you and/or your Team? We are looking for your thoughts on training topics, modality, timing, and more. Please complete our survey to offer your feedback. Take Our Brief Survey As a reminder, the FINPACK Team is always...

Using Core Data in FINPACK+

Wynn Richardson gives an overview of how the FINPACK+ API can connect your core system with FINPACK+. Learn how to import customer, account and loan data from your core system into FINPACK+ to use in a FINPACK credit analysis. Pull customer, account and loan...

FINPACK Digest – March 2022

A new white paper on accessing legacy presentation templates, lender training registration now open for May, and a reminder on online training. 1. Accessing FINPACK Legacy Presentations A new presentation text editor was introduced into existing FINPACK credit...

Workflow FAQ in FINPACK+

The workflow feature in FINPACK+ helps lenders standardize the decision process from loan request to closing. Here are some of our most Frequently Asked Questions (FAQ) about using a workflow: “We’ve never used a workflow before. Is there a steep learning...

Document Management in FINPACK+

The Document Management tool in FINPACK+ integrates with both Workflows and Credit Analysis to streamline the credit decision process, reduce paper, and provide you with a ‘one-stop shop’ for all loan-related documents. This paperless solution can manage...