A look into Baker Hill Advisor for Relationship Lending.

1. Advisor® for Relationship Lending
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2.  Gives the ability for commercial
loans to be processed and
decisioned, quickly and easily.
 Collaborative process
 Sales and underwriting pipelines
 Principal credit bureaus
 Configurable credit memo
 Financial spreading capabilities
 Powerful credit analysis
 Decision capture
 Doc prep interface
 Tracking and document exception
creation
Baker Hill Advisor®
for Relationship Lending

3. Spread statements
 Statement Analyzer
facilitates:
 Reporting
 Covenants
 Data Collections
 Global cash flows
 Cash flow re-mappings
 Comprehensive Credit
Memo

4. Spread statements
 Use one of our many standard
formats, or create your own
 Easily define and customize
calculation methods
 Conduct complex ratio analysis
 And more…

5. Narrative for the memo
 Use one of our best practice
analysis types, or create your own
credit memo narrative
 Be able to have your analysis page
merge with your credit memo

6. Render commercial credit memo
 New enhanced relationship
lending driven credit memo’s
 You have the ability to author
your own credit memo
templates

7.  Using client, collateral and other
data to generate an export for a
document preparation system
 We will be providing a data
report that you can review before
exporting
Export to document preparation system

8. Reporting and documentation
 Dashboards for real time
reporting
 Custom reports with charts,
graphs, scheduling
 Personalized documentation for
forms, letters, credit memos

9. Baker Hill Advisor for Relationship Lending
Case study
B U S I N E S S C H A L L E N G E
S O L U T I O N
Baker Hill’s Advisor for relationship lending is a powerful relationship management
application that automates the lending process while enabling a 360 degree view of
complex client relationships
A regional bank wishes to grow faster than peer institutions. Working
with their multiple systems, the management needs to maintain its
high credit quality while renewing a focus on commercial and
industrial loans.
Time spent in creation
of approval
documentation
reduced by 66%
Single point of data
entry helped to
reduce number of
errors
Increased total
outstandings by 10%
while reducing losses
Relationship
managers increased
the number of calls
by 14%