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What Sets BankStride Software Apart

BankStride: Streamlining Loan Monitoring and Financial Documentation Collection for Banks and Credit Unions

Banks and credit unions face significant challenges when it comes to loan monitoring and collecting necessary financial and covenant documentation from borrowers. While there are many loan origination software companies focused on loan application and processing, few prioritize post-booking loan management. This is where BankStride comes in, offering a loan monitoring software solution that streamlines the collection of financial and covenant documents to save time and money for all parties involved in the loan process.

What Sets BankStride Apart?

BankStride's core module is loan monitoring, a process that begins once a loan has been booked. This is where the company differentiates itself from other loan origination software companies. While many companies focus on streamlining the loan application and approval process, BankStride prioritizes the post-booking loan management process, ensuring that financial and covenant documents are collected and organized efficiently.

By focusing on post-booking loan management, BankStride is able to offer a more comprehensive loan management solution that addresses the needs of all parties involved in the loan process. Lenders benefit from streamlined loan monitoring processes that reduce the risk of errors or oversights in financial or covenant documentation. Borrowers benefit from an easier process for submitting and organizing financial documents, making it more likely that their loan will be approved. And accountants, appraisers, and lawyers benefit from a centralized platform that allows them to easily access and review the necessary documentation.

How Does BankStride Work?

BankStride's loan monitoring software is designed to be user-friendly and customizable, making it easy for banks and credit unions to adapt the platform to their specific needs. The software integrates with existing loan origination systems and can be configured to automate workflows, reducing the time and effort required for manual tasks.

BankStride's platform also includes features that simplify the collection and organization of financial and covenant documents. Borrowers can easily upload necessary documents through a secure portal, and lenders can review and approve them in real-time. The platform also provides automatic reminders for upcoming covenant or financial document deadlines, ensuring that all parties are aware of what is required to keep the loan in good standing.

Benefits of BankStride's Loan Monitoring Software

By streamlining loan monitoring and financial document collection, BankStride's loan monitoring software offers a range of benefits for banks, credit unions, and borrowers alike:

  • Reduced risk of errors or oversights in financial or covenant documentation

  • Faster loan approval times

  • Simplified document management for borrowers, lenders, and third-party professionals

  • Automated workflows that reduce manual tasks and save time

  • Centralized platform for easy access to loan-related information


BankStride's loan monitoring software offers a unique approach to loan management, focusing on post-booking loan monitoring and financial document collection. By streamlining these processes, BankStride helps banks and credit unions reduce the risk of errors and oversights, simplify document management, and save time and effort. To learn more about how BankStride can help your institution thrive, contact us today.

Covenant Tracking & Monitoring are important part of managing borrowers financial and reporting documents for loan monitoring. Almost 70% of banks still rely on some combination of spreadsheets, core ticklers, or other manual processes.

BankStride is a digital banking platform you've been waiting for. BankStride makes it easy for banks to automate loan documents, exceptions tracking, 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. 

Many Banks and lending companies depend on non-public client information to provide their
services. Examples include:

  • Automate Document Gathering

  • Checklist For Loan Reporting Requirements

  • Frictionless Customer Experience To Send Documents

  • Create Credit Exceptions & Tickler Tracking

  • Automated Loan Monitoring and Loan Compliance

  • Loan Reporting, Risk & Financial Reporting

Without a dedicated tool, professionals would have to manually manage checklists and calendar
events to keep track of all required information. BankStride automates this work while improving
security and reporting.

Why BankStride platform

  • BankStride is a web-based software solution for commercial banks and credit unions that works with customers to manage loan agreements and eliminate credit exceptions. FileStride improves credit exception management by reaching beyond the walls of the bank to work directly with customers.

  • BankStride is like autopay for customer information.

  • With BankStride, banking teams can schedule recurring requests for documents like financial statements and tax returns, compare actual and threshold covenant values (e.g. minimum DSCR), and send compliance certificates for signature via DocuSign.

  • Customers respond to information requests much like paying an online invoice – they clearly see what’s required of them and they act. Customers can respond using a login-less portal or by email – no account or password required.

How does this help banks

  • A borrower’s risk profile can change significantly over the years that follow a lending event. Managing loan agreement adherence through reporting and internal monitoring is an ongoing and tedious battle for banks. 

  • Banks that pursue superb loan agreement management are faced with handling complex recurring tasks using the basic tools of email, spreadsheets, and calendar ticklers. Banks that let this work fall behind risk delaying their awareness of problematic loans or operating practices, jeopardizing capital and reputation.

  • With BankStride, banks gain high-resolution loan agreement monitoring that saves time and delights customers.

How does our bank customer use BankStride

  • Our bank customer uses BankStride to schedule and automate the activities required to monitor loan agreements. 

  • For example, BankStride has proven effective in managing revolving lines of credit. BankStride  automatically requests and reminds customers to submit monthly AR and AP listings, inventory analyses, and borrowing base certificates each month. 

  • BankStride reminds the banking team to test various financial ratios. The results of the customer’s actions and the ratio testing all roll up to per-banker and per-office reports that can be run on-demand in seconds.

BankStride is powerful for bankers




  • Track financial reporting, covenants, and certificates.

  • Issue compliance certificates for signature via DocuSign.



  • Bank leadership can drill down to identify pockets of risk and underperformance.

  • Every member of the team knows where to focus.



  • BankStride supports one-off and recurring information requests.

  • Flexible storage layer configuration options available.


Easy for bank customers





  • Customers receive tokenized links that enable portal access.

  • Bankers can request information from anybody with an email address.



  • Easy to use customer portals show the customer exactly what is needed.

  • Email-based file ingestion enables customers to email files in response to requests.



  • Reminders and alerts are aggregated to prevent information overload.

  • Alerts can be toggled per-user.

  • Customizable reminder schedules.


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

FiStride allows you and your customers to exchange information with zero friction so that you can reduce credit exceptions and recover valuable time. 

Know what you have, know what you need.

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 covenants.

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 information. We've facilitated thousands of customer relationships and transactions with teams in banking, accounting, consulting,  and advisory services, just to name a few. 


Bankers increase efficiency and improve loan risk and compliance with loan monitoring, reporting and exceptions.

Know what you have,
know what you need

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

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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.

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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. 

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

Who are we
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Seth J.

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

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