Virtual Loan Assistant

Built exclusively for commercial lenders by TrellisPoint.


Lack of Automation

Virtual Loan Assistant provides everything you need to effectively manage commercial credit reviews including role-based dashboards, one-click access to records and accounts, notifications to proactively manage credit events, and automatic tracking of credit documents.

“Credit process software increased regulatory compliance for financial document collection by 26% compared to exams completed pre-automation.”

Use pre-built workflows to automate daily tasks.

Real-time reporting on credit reviews and outstanding requirements

Automatic notifications and alerts to employees and customers

Activity tracking for emails, phone calls, notes, and other follow-up tasks

Relationship mapping between customers, advisors, and employees

Safe, Secure, & Trusted Technology

TrellisPoint is a Microsoft Partner dedicated to planning, implementing, customizing and integrating Microsoft Dynamics 365, the Power Platform and related business applications for corporations. We developed the Virtual Loan Assistant application to exclusively service banks with commercial lending operations so they can tap into one-of-a-kind loan administration features with speed and efficiency.​

Not only will you rest knowing that your data is safely stored in Microsoft’s secure cloud platform, you’ll also save time and money for your organization. In less than 8 weeks, your teams will have a new, hassle-free way to manage credit reviews so they can spend more time with customers and prospects.​

Capabilities At-A-Glance

Improve Productivity

The Credit Review Dashboard provides all the data you need to effectively manage credit reviews. Each department will know exactly where customer accounts stand with just one-click!​


  • Role-based data sets​
  • Pipeline segmentation​
  • Activity by employee​
  • Auto-creation of records
Communicate Effectively

It’s hard to juggle multiple priorities. ​Now layer in deliverables from other departments and customers, and it’s easy to see why things get “stuck.”

​Notifications from VLA are automatically sent to the right team members (and customers) at the right time.​ All the communication is tracked for the regulators.

​Rest assured – you’ll never miss a step.

Work Together

Virtual Loan Assistant charts out customer accounts, sub accounts, and key advisors so your team always has the BIG PICTURE in front of them so they can effectively manage their portfolio and provide excellent customer service.

Product FAQs

What if our bank is not currently using a Microsoft platform?​

No worries. We’ll set you up with the appropriate Microsoft licenses when we start your project.

Can you integrate with our core processing system?​

Microsoft’s Power Platform provides easy integration with third party apps, including non-Microsoft applications like Jack Henry, FISERV, and FIS. Each bank’s core setup is different. Our team will work with you to identify the right integration points to meet your needs.

What commitment is required?​

Our standard contract term is 1 year, however, we are providing a free 90-day trial with a money-back guarantee to help you get started.

What is your standard project timeline?​

In less than 8 weeks, your teams will have a new, hassle-free way to manage credit reviews so they can spend more time with customers and prospects.

Let’s connect to discuss your CRM needs.

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