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TrellisPoint’s App for Commercial Lenders

Built using Microsoft’s Power Platform, Virtual Loan Assistant™, is the first Power App to streamline the credit process for financial institutions.

TrellisPoint, a leading provider of Microsoft Dynamics 365 customer engagement solutions, announced a new product developed exclusively for the commercial banking industry. Available as a web-based and mobile power app, Virtual Loan Assistant solves two challenges that plague commercial lending teams: collecting financial documents and increasing transparency of the credit process across the organization.

“We know there’s a great need in the banking industry for a product like ours. Many credit departments struggle with manual business processes, poor communication, and fragmented technology,” said Chris Finnecy, Partner at TrellisPoint. “The lack of automation and available analytics directly impacts the time that commercial lenders can spend with clients. Virtual Loan Assistant mitigates those problems.”

In addition to storing data in Microsoft’s secure cloud platform, the Virtual Loan Assistant Power App is compatible with core processing systems like FIS, Fiserv, and Jack Henry. Features that make the solution unique from others available in the market include:

  • Automatic notifications sent to customers and third parties for the life of the loan
  • Documents, requests, and correspondence automatically tracked within the system
  • Key data such as relationships, records, and status can be viewed with one-click
  • Role-based workflows and analytics viewed via dashboard or exported from the system


Virtual Loan Assistant for Commercial Lenders

“After spending 15 years as a community banker, I’m quite familiar with the nuances of the credit process. We’re excited to offer a high-value, Microsoft-based power app to the banking industry that provides cost effective licensing options and improves speed to market,” says Jay Valerian, Solutions Consultant at TrellisPoint. “In many cases, we can implement Virtual Loan Assistant in less than 8 weeks. The technology is easily adopted because most users are familiar with Outlook and other Office 365 apps.”

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