Stop Chasing Client Documents

Business Brokers Gather Document , Request workflow and Onboarding Customers

Simplify customer onboarding with an automated workflow. Easily gather required documents, track requests, and ensure compliance at every step. Empower business brokers to onboard clients faster and more efficiently.

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Streamlining Loan Underwriting, Loan Monitoring, Covenants, and Financial Reporting

Automate Bank customer information requests for covenant monitoring , loan reporting, financial reporting and exception handling.

BankStride allows you and your customers to exchange information with zero friction so that you can improve deal closing time and customer experience.

Workspaces in FileStride

The Workspace view in FileStride gives you a holistic overview of what you have, what you need, and where your customer stands.

Your Dashboard in FileStride

Get a quick pulse check on where your projects stand with the Dashboard view in FileStride.

Workspaces in FileStride

The Workspace view in FileStride gives you a holistic overview of what you have, what you need, and where your customer stands.

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Know what you have, know what you need.

BANKERS STREAMLINE LOAN REPORTING DOCUMENTS

Why BankStride?

We're the digital banking solution you've been waiting for.

We make it easy to automate your loan reporting and covenant monitoring. No more managing checklists, searching for files in emails, or waiting on updates from other parties. Just create your requests and let BankStride do the work for you.

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:

Request items by creating projects for one-off items or templated lists.
Review incoming files from your client and mark items as satisfied or complete.
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 information. We've facilitated thousands of customer relationships and transactions with teams in banking, accounting, consulting, and advisory services, just to name a few.

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FEATURES

Get back to the work you actually want to do.

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.

Business Brokers Gather Document , Request workflow and Onboarding Customers

Streamlining Loan Underwriting, Loan Monitoring, Covenants, and Financial Reporting

Automate Bank customer information requests for covenant monitoring , loan reporting, financial reporting and exception handling.

BankStride allows you and your customers to exchange information with zero friction so that you can improve deal closing time and customer experience.

Know what you have, know what you need.

BANKERS STREAMLINE LOAN REPORTING DOCUMENTS

Why BankStride?

How it works

Who it's for

Get back to the work you actually want to do.

Seth J.

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

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

CONTACT US

Want to learn more or contact our team? Let us know where we can reach you.