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Loan Presentation Manager

Loan Presentation Manager

The FINPACK Loan Presentation Manager provides a consistent and concise loan presentation format customized to your bank’s needs.  With this tool, you will provide many benefits to your loan officers and review committee.

Users of this tool can:

  • Combine FINPACK data and your narrative into a loan presentation
  • Base presentations on a template that can be customized and standardized for the entire institution
  • Take advantage of powerful and familiar word-processing features
  • Select which data to import from balance sheets, collateral analysis, financial analysis, risk rating, and cash flow plans
  • Automatically update linkages to imported data when source data changes from year to year
  • Attach virtually any document as an appendix, such as a balance sheet or historical financial spread

Sample Output

FINPACK Commercial Loan Presentation Manager