Liberty National Bank Case Study
Liberty National Bank partnered with Teslar to streamline document management, enhance operational efficiency, and improve productivity across their departments to support growth.
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Get to Know Teslar
Teslar's platform unifies core data for consistent accuracy. Automate exceptions tracking, loan pipeline management, and portfolio monitoring with tailored workflows. Gain full visibility into processes with compliance, collaboration tools, and a paperless workflow solution.
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Proven Practices for Back Office Efficiency
Community banks are dealing with shrinking margins and rising ops costs, making it crucial to find new ways to maintain profitability. This white paper shows how technology and automation can streamline operations, cut overhead, and improve compliance. With real-world case studies and insights, this paper provides a roadmap for overcoming today’s competitive pressures and achieving sustainable growth—download now!
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Loan Origination System
Effortlessly manage your loan lifecycle from initial contact to closing, and loan servicing. Check out this one-page document to learn more.
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First Community Bank and Trust Case Study
FCBT heavily leverages financial technology to help solve strategic planning problems. Teslar was brought in to address workflow and operational efficiency issues in the bank’s internal processes for document management and tracking and clearing exceptions.
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Providing Software Solutions for Community Banks with Joe Ehrhardt
In this episode of The Next Generation podcast, Joe Ehrhardt discusses delivering exceptional service to community banks nationwide.
The Pit Stop Approach: Slide Deck
In times of economic uncertainty, slower loan growth often leads businesses to adopt more cautious strategies. However, this is the perfect time to optimize lending processes. Think of it as a pit stop for maintenance and improvement—positioning your bank to gain a competitive edge when growth rebounds.
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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.
Insights: Automating Business Lending
Automating the business lending process 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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5-min Teslar Software Overview
Teslar powers your ability to automate staff-intensive functions and create precise, efficient workflows configured specifically for your bank.
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.
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.
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.
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.
Annual Loan Review
Teslar simplifies loan management by automating annual loan reviews and their assignment. The platform streamlines communication, sets deliverables and due dates, and routes completed forms for approval. Check out our one-page document to learn more.
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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Teslar Software Overview
Learn how we are empowering community bankers through our software as a service solution.
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Covenant Tracking
Teslar tracks each 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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Internal Loan Review
Our innovative internal loan review solution will ensure that your review process remains consistent and trackable across your entire organization. See how in this one-page document.
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Construction Management
Teslar's Construction Inspection/Draw System makes managing construction projects easier than ever. Download our one-page document to learn how.
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BI & Analytics/Advanced Reporting
Empower your team, from Tellers to CLOs, to get to the data they need right now, not tomorrow. See how by downloading this one-page document.
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Portfolio Management
Teslar provides an intuitive and efficient means to manage potential risks in your loan portfolio. Check out this one-page document to see how.
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Workflow & Forms Automation
Teslar's powerful workflow engine will streamline your processes and allow for a higher level of efficiency and transparency. Download this document to learn more.
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Co-Opting Community: Transforming the Indirect Lending Experience
In the Banking on Digital Growth podcast, Joe Ehrhardt and host James Robert Lay discuss incredible, concrete examples of how you can better make your small, local community bank stack up to larger institutions.
Harnessing Technology to Empower Your Staff
The Great Resignation is lingering longer than many anticipated, leaving financial institutions with many roles to fill and duties to reallocate. In this Dialogue on Demand session, we discuss the benefits of utilizing technology to optimize margins and operate more efficiently with less staff.
Performance Scorecards
With over 200 calculated fields on every lender for every COB, Teslar will help you build a scorecard that fits your group. Learn more about our Performance Scorecards module within this document.
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Special Assets System
Criticized, Special, Troubled or Problem assets. We all have different names for them, but you still need a way to manage them. Download this document and see how this module will help.
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Transforming Commercial Lending: How to Power Personal, Digital Experiences at Scale
Discover how community banks can transform the borrower experience for commercial and SBA lending without sacrificing personal connections with your high value borrowers.
Demystifying and Prosper: How Community Banks Find Success in Fintech Partnerships—with Greg Ohlendorf of First Community Bank and Trust
Fintech is often seen as complex or risky, but Greg Ohlendorf, CEO of First Community Bank and Trust, views it as an opportunity. Alongside Joe Ehrhardt of Teslar Software and Charles Potts of ICBA, he discusses the importance of digital innovation for community banks and the role of ICBA’s ThinkTECH Accelerator. Ohlendorf emphasizes that success in fintech, like banking, relies on relationships, not just having the best product.
Utilize Technology to Create Lifetime Customers
In this webinar, Joe Ehrhardt, CEO and founder of Teslar Software, shares how you can keep up with the digital expectations of new customers to grow your portfolio.
Watch the full webinar below>>
Helping You Scale and Empower Your Community Bankers
In this webinar, David Hamrick introduces Teslar and how we provide process automation tools for workflows, portfolio management, exceptions tracking, and more to streamline processes with easy access to relevant information needed to operate.