BankStride is a slick product to manage loa exceptions and portfolio monitoring with an easy-to-use customer portal for document uploads and pending exceptions. My favorite feature is having checklists and automated reminders for customers to send finance, tax, property, and insurance documents. The solution eliminates the never-ending emails going back and forth about what information we need versus what customers have provided. BankStride has saved us tremendous time and effort by getting precisely the information we need to meet our compliance and reduce loan risks.

My favorite feature is the fact that the platform interfaces directly with clients, eliminating the need for my team and I to have to collect documents manually. The automation capabilities save our team tons of time...these are the two main differences between Bankstride and other platforms like ncino, abrigo, etc. We have reduced exceptions almost entirely. Great ongiong support and quick implementation time.