What is PrecisonLender?
PrecisionLender is a comprehensive sales and negotiation software solution that empowers businesses and commercial bankers to structure deals and enhance client relationships through actionable insights and personalized coaching. The platform's visual insights analyst collects and analyzes data, delivering real-time information to relationship managers to facilitate deal structuring and client engagement beyond traditional rate and term discussions. PrecisionLender's versatile API enables seamless integration with a wide range of third-party systems, including Salesforce, MuleSoft, Finastra, Spark, Fenergo, and Microsoft Dynamics 365, ensuring a streamlined and efficient workflow for users
Highlights
- Visual insights analyst that collects data and provides actionable information to relationship managers
- Capability to structure deals beyond just rate and term, exploring options like amortization, loan-to-value, non-credit products, and collateral
- Robust API integration with various third-party systems, enabling seamless data exchange and workflow optimization
Platforms
- Web-based
Features
In Person
Live Online
Webinars
Documentation