Easy to navigate
Easy to customize
Information is displayed in a organized manner Review collected by and hosted on G2.com.
The collateral section is not detailed
functionality to view your entire portfolio could be improved Review collected by and hosted on G2.com.
Ease of use. Getting data, uploading, docs, notes, etc., is all very intuitive and easy to learn quickly. I primarily use BankPoint on the document side. Both to input all needed loan documents into its database. It also has a very nice Note section to keep track of calls, emails, or any miscellaneous notes that may be needed to keep track of discussions or borrower interactions. Review collected by and hosted on G2.com.
My only dislike is occasionally, I will notice the loan history may not be in sync with our core system. But that tends to be minor related to an overnight process not running. Once run/updated it gets in sync again and works excellently. Review collected by and hosted on G2.com.
Thank you for your feedback! Document tracking has been a growing need we have heard from our users, so we have invested heavily in this area recently. We have more improvements that we plan to deliver in the coming months.
We hear you on the issue you mentioned where BankPoint is occasionally out of sync with your core. Depending on the core system providing data to BankPoint, that is pretty rare but does happen from time to time. We typically find that those issues are due to delays in core reports being delivered to BankPoint.
We will be exploring how we can make it more apparent when BankPoint is not up to date.
I like that you don't have to click through a bunch of screens to find information and I like the search button to find docs easily. Review collected by and hosted on G2.com.
I don't like that I have to update a different system and let it process overnight in order for BankPoint to update certain information. Review collected by and hosted on G2.com.
Thank you for your feedback! We know it's not fun to leave BankPoint to update a different system, but a guiding principle of ours is to be a reflection of your system of record. If you have ideas on how we could help to streamline this task for you, please feel free to get in touch with us at support@getbankpoint.com.
- Speed at which BankPoint can be opened, search initiated, and information obtained.
- Ease of viewing work-in-progress and assessing each item's work time (pipeline tracking) Review collected by and hosted on G2.com.
We utilize the Synergy product and the ability to view imaged documents within BankPoints is a critical efficiency; the number one problem I run into as a daily user is a failure to retrieve certain documents from within LoanVantage. It's not entirely clear if a particular filetype or file size is the culprit for this repetive error. Review collected by and hosted on G2.com.
Thanks for your comments! We are happy to hear that you can quickly access what you need inside of BankPoint. Thank you also for your feedback on the errors you see when accessing certain Synergy documents. We have found that those errors are typically out of our control (e.g., the Synergy API has a file-size limit), but we have been working on improvements around error notifications so you can get a clear picture of the issue. If you or someone from your organization would like to contact support@getbankpoint.com, we can look into a particular error, give you more detail, and suggest a workaround.
BP is easy to use and I like that you can create custom reports easily too. Review collected by and hosted on G2.com.
There is not much to dislike but it would be nice if the loan pages have a link to show if the relationship have any deposit accounts. Review collected by and hosted on G2.com.
Thank you for your kind comments. We may have a way to get to what you are looking for regarding the deposit accounts. If you would like to contact us at support@getbankpoint.com, we can walk you through the support we have for this or get your thoughts on how to improve BankPoint if it doesn't have quite what you're looking for.
The search feature is easy to use. It helps me find the file easily. Review collected by and hosted on G2.com.
I haven't found anything yet that I don't like about BankPoint Review collected by and hosted on G2.com.
Thank you for your feedback! If you do find something you don't like, contact us at support@getbankpoint.com, and we'll be happy to help!
Ease of accessing documents. Filters are nice. Review collected by and hosted on G2.com.
How long it takes to go between loan details and other parties. Would be nice as well if they could find a way to show linked deposit accounts. Review collected by and hosted on G2.com.
Thank you for your comments! Hopefully, there is something we can do to improve the loan details navigation. We'll give some thought to that, but please feel free to send us ideas at support@getbankpoint.com if you have anything specific in mind.
Core processing translated to daily practical use. Asset review translated to practical use. Portfolio analysis both loan and deposit at the click of a mouse. Truly an incredible product for both inquiry, reporting and tracking. Review collected by and hosted on G2.com.
Nothing; the BankPoint team is available for support and customization - I sometimes wish I could customize displays myself; that is an off the charts ask! Review collected by and hosted on G2.com.
Thank you for your kind comments, Gail. It is a pleasure working with you and your organization.
BankPoint is highly responsive & accommodating. Review collected by and hosted on G2.com.
In my experience, I cannot think of anything this product is missing. Review collected by and hosted on G2.com.
Thank you for your feedback, Melanie. We enjoyed working with you and your team to develop the treasury management module and are happy to hear that it benefits your pipeline management.
We've been working with Bankpoint for five years. I love that it's so simple users don't need training, the company is responsive, software makes us way more efficient. I'm CEO of the bank. If we removed Bankpoint, I'd have a riot on my hands from our team. Review collected by and hosted on G2.com.
There are no dislikes. The company is working on extending Mailstore out to end users for loan applications and other tasks. We think this is highly beneficial. Review collected by and hosted on G2.com.
Thanks for your comments, we appreciate that.