TrakPointe is the next evolution in task and process management in community banking. TrakPointe eliminates Microsoft spreadsheet risk from critical internal processes such as loan pipeline management, audit issues corrections, and contract and vendor management.
TrakPointe is the result of 10-years of insights and recommendations from community bankers about what they need to make their work go faster, save time, reduce risk, and make their examiners happy. We invite you to spend a few minutes to learn about our Loan Pipeline System and the other TrakPointe Applications.
Welcome to TrakPointe | Prem Sundaram and Robert Hess - Co-Founders.
Pipeline Diagnostic
Excel Template
BPCI White Paper
Tracking Your Pipeline Accuracy and Efficiency The TrakPointe Loan Pipeline System contains a secure, web-based tracking tool, allowing all your team to enter and view loan pipeline data. No more problems with Excel. 100% visibility to everyone!
More about the Tracking and Reporting
Managing your Pipeline Managing Performance With TrakPointe's reporting and dashboard capabilities you can be sure you have the right reports for your management meetings, and the metrics to know if your pipeline is on track> More about Managing and Performance
TSG Inc.
1223 Wilshire Blvd #576
Santa Monica
CA 90403
Phone: (877) 874-4457
Email:info@trakpointe.com
Tip: How to keep your Loan Officers compliant with FDIC Regulation B | TrakPointe | TrakPointe http://t.co/CIFEhP6ABZ 2 weeks ago
I just posted What’s Your Business Pipeline Confidence Index (BPCI™)?, read it here: http://t.co/v7H3yEYVYP 3 weeks ago
Implementing the CFPB-required Compliance Management System - a good checklist to review for community bankers http://t.co/W6L0PuqY 4 months ago
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