Bank of Idaho Case Study

Bank of Idaho utilizes Teslar’s platform to automate many manual procedures and ensure controls and processes are in place and auditable. Teslar’s tools, including Exceptions/Tickler Tracking and Workflow and Forms Automation, have helped the bank improve efficiency metrics and reduce expenses.

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New Market Bank Case Study

New Market Bank is leveraging Teslar’s platform to improve their internal processes and customer experience. Teslar’s tools, including Exceptions/Tickler Tracking, Secure Document Upload, Workflow
and Forms Automation, and Pipeline, have increased efficiency, consistency, and transparency, contributing to long-term success and efficiency gains.

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Deposit Operations

Learn more about how Teslar automates your retail business functions.

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Insights: Automating Business Lending

Automating the business lending process — for example, pulling together all the forms needed to build a loan package — saves banks time and resources. Though loan demand has weakened so far in 2023, this slow growth period could be an ideal time to streamline lending processes.

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Exceptions/Tickler Tracking

Teslar tracks each technical exception at the borrower level while keeping it tied to the accounts that have those requirements. See how we will improve your exceptions/covenant/tickler tracking within this one-page document.

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5-min Teslar Software Overview

Teslar powers your ability to automate staff-intensive functions and create precise, efficient workflows configured specifically for your bank.

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Secure Document Upload (Teslar Unite Lite)

Provide an extra layer of safety and security, while making the document gathering easier than ever. Use Teslar Unite Lite to securely receive documents directly from your website, with virus scanning and customizable restrictions. View this info sheet to learn the details.

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Customer Portal (Teslar Unite)

Streamline loan origination for the front and back end. Give your borrowers a hub to see 24/7 visibility into the lending process, upload documents, & apply for loans/renewals, and more. View this one-page document for more details.

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Pipeline

Effortlessly manage your loan lifecycle from initial contact to closing, get a comprehensive view of your pipeline. Check out this one-page document to see how.

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Community Connect

Teslar's Community Connect platform makes it easy for banks to extend their presence in the community, drive more loans, & grow their customer base with minimal work. View this one-page document to learn more.

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Insights in Your Inbox

The most current lending process automation info from Teslar, delivered directly to your inbox.

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