Words From The Efficiency Experts

Upcoming Webinar: Access Your Loan Portfolio & Maintenance Requests Without Asking for a Report

Posted by Rachael Carter on Wed, Jun 5, 2019
Rachael Carter


Sign up for a quick 30 minute webinar to learn how your loan portfolio management and maintenance request processes can be streamlined to allow you to focus more on your customers, not paperwork.

WEBINAR: Do You Have Access to Your Loan Portfolio and Maintenance Requests Without Asking for a Report?
WHEN: Thursday, June 20th, 2019 @ 10:00a CDT


If you are anything like the institutions that we talk to every day, your portfolio management and maintenance request processes could use a little help. We see it all the time where lenders and loan assistants are using excel to keep track of their portfolio, having to ask for reports to see their complete portfolio, past dues, maturing loans, etc., and trying to keep track of maintenance request in their email or on shared drives.

In their webinar, we'll cover how to streamline the management of your portfolio, with quick and easy access to the information you need, when and where you need it. We'll also cover how to significantly reduce the risk of maintenance requests falling through the cracks and having the visibility needed to ensure that everything is on track.

We look forward to seeing you on the call!

Topics: Teslar, Webinar, Education

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