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BankStride is the cutting-edge solution that simplifies lending and compliance. Our solution streamlines and optimizes your front and back office processes by automating crucial activities such as loan covenant monitoring, document collection, exceptions reporting, portfolio risk management, document collection, and audit-prep.

Streamline Workflow, Track Exceptions,
& Monitor Loan Covenants

We've facilitated over 1,000,000 client interactions...and counting.

Trusted by industry leaders

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BankStride Platform

The essential digital banking solution that automates loan reporting and covenant monitoring to reduce credit exceptions and close more loans. The product streamlines loan underwriting activities, covenants monitoring, credit risk reporting, exceptions tracking, and loan portfolio management. Bankstride's seamless user interface makes it easy for bankers to reduce risk, drive growth, and provide an exceptional experience for their clients.

What Banks Are Saying


Michael Ramirez, Vera Bank

Lenders and their lending assistants spend countless hours cultivating leads and relationships with clients, and BankStride relieves them of the day-to-day time commitment of managing exceptions and reporting requirements, while enabling them to focus on lead generation and profitability.


Doug LeBlanc, Encore Bank

BankStride’s functionality is the perfect complement to our loan operating system, as it improves time to money. In real time, BankStride ensures our customers know exactly what they have provided, and what it is outstanding.       



  • Loan Exceptions Tracking

  • Loan Covenant Monitoring 

  • Financial Requirements & Approvals

  • Intuitive Customer Portal

  • Loan Pipeline Management

  • Loan Draw Management

  • Loan Analytics & Portfolio Risk

Why BankStride?

Automate loan processing, exceptions tracking, and risk reporting

Commercial Loan Management

Manage loan pipelines, track draw requests, monitor loan covenants, and generate exceptions reports all in one, easy-to-use place

Cutting-Edge Automation for Optimal Efficiency

Set up recurring or one-time requests and BankStride will automatically send your borrower notifications and reminders, along with a link to securely review submit relevant documents or data.

Exceptions Tracking & Reporting

Gain real-time insight into your loan portfolio exceptions including information about the exception, type, any actions taken, timestamp, and the relevant parties involved. Generate reports for auditing, compliance, and management purposes

Seamless Integration & Implementation

BankStride can integrate with your core and other systems or be used as a stand-alone product.  The simple, user-friendly interface allows for quick adoption and deployment.

Customized for Your Financial Institution

Customize loan document checklists, financial requirements, details, and approvals workflow for various loan types. Assign user roles with various permissions and restrictions for approvals, quality review, visibility, and inputs. Configure teams and organizational heirarchy and assign users accordingly. Create approvals permissions and workflow to manage quality review and process.

Secure & User-Friendly Borrower Portal

BankStride's no-login borrower portal provides a secure platform for borrowers to view and submit requested documents. The system sends automatic reminders until requirements are met. Once submitted, the software notifies the lender for review. If necessary, the lender can return the request with comments for correction.

Built by Bankers, For Bankers

Why BankStride?

Loan management can be a complex and time-consuming task, but with BankStride, it doesn't have to be. Our platform is designed to simplify loan management and allow commercial banks to focus on serving their customers, reducing risk, and closing more loans. We believe in making things simple and efficient, which is why our platform is user-friendly and intuitive. Commercial bankers, credit officers, and loan operations can easily monitor their loans, handle exceptions, and collect documents with ease. No matter the size of your financial institution, BankStride is the solution you need to streamline your loan process and achieve greater success.

How it works

BankStride combines checklists with cloud storage to help you communicate and monitor your information requests and documents.

All it takes to get started:

  1. ​Request items by creating projects for one-off items or templated lists.

  2. Review incoming files from your client and mark items as satisfied or complete.

  3. Repeat with automatically recurring requests and reminders.

Who it's for

BankStride is a solution for individuals, teams, and banks that need a better way to request and manage information. We've facilitated thousands of customer relationships and transactions with teams in banking, accounting, consulting,  and advisory services just to name a few. 


Why do banks and customers love BankStride?

Know what you have,
know what you need

Create recurring requests with status indicators, reports and automatic nudges that keep everybody in the know.

Many ways in,
password optional

Customers have the option to send files through email or a login-less portal. Either way, we get the files where they need to go.

Built to empower bankers

Track and monitor financial reporting, covenants, and certificates, and identify pockets of risk and non-compliance.

Structured for you and
your team

Add your colleagues with a single click, and manage access permissions so the whole team can get the job done. 

Seth J.

"BankStride has saved us tremendous time and effort by getting exactly the information we need."

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