(800) 234-1111

FINPACK News

Using Core Data in FINPACK+

by Wynn Richardson | May 9, 2022

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 information from your core
  • Select most recent data or opt for end-of-month snapshot
  • Configure the data selected for import
  • Automatically embed deposit and loan information in your loan presentation

The FINPACK+ API lets you automate importing data from your core system, then you can use that data in your credit analysis and embed it in your loan presentation. Customize the data imported and decide how it is incorporated into your presentation.

Contact us to learn more about using Core Data in FINPACK+.

Wynn Richardson
Wynn Richardson
Economist & Software Developer | 612-625-5283 | wynn@umn.edu | + posts

Wynn leads the software development and technical team for FINPACK / FINPACK+

Latest News
How to Determine Schedule F Income in FINPACK

How to Determine Schedule F Income in FINPACK

by Dale Nordquist | Apr 18, 2024

Today’s post focuses on Schedule F income utilized in the Schedule F Cash to Accrual tool. This FINPACK tool takes cash income from Schedule F, along with beginning and ending balance sheets, to arrive at accrual adjusted income for the year.

Latest FINPACK Update Available Now

Latest FINPACK Update Available Now

by David Maguire and Kevin Hamilton | Apr 12, 2024

The latest FINPACK update is version 6.4.8.219. The update will be applied automatically for FINPACK+ users. For users of FINPACK installed, you’ll need to update via the HELP menu inside FINPACK. Launch FINPACK and select Software Updates under the HELP menu. Click ‘Check for Updates’, then follow the steps to install.

FINPACK News March Digest

FINPACK News March Digest

by David Maguire | Mar 27, 2024

FINPACK FAQs, Registration for FINPACK Lender Training, Consolidating Data Sources in FINPACK+, How to Import Data into FINPACK+ Credit Analysis Files, Unlocking Business Secrets wtih UCA Cash Flows and more!

Unlocking Business Secrets with UCA Cash Flows

Unlocking Business Secrets with UCA Cash Flows

by Mariah Beverly | Mar 21, 2024

In the commercial lending world, the uniform credit analysis (UCA) cash flow is a powerful tool allowing lenders to accurately determine sources and uses of cash for a business and determine the ability of a business to repay a loan. In this article, we will discuss UCA cash flows in FINPACK, how to use the UCA cash flow, and how to sleuth for discrepancies in the UCA cash flow.