15 BankPoint Reviews
BankPoint helps control the chaos with workflow, mapping to core(s), and working with other software. The software is intuitive and easy to set up. The team at BankPoint is responsive and helpful. While working with them, their knowledge base has helped us refine our processes. We see BankPoint as a strategic partner rather than just another vendor. Review collected by and hosted on G2.com.
I have difficulty in finding anything we don't like about BankPoint. When you bring up any features that are missing or could be improved, BankPoint is quick to respond and are receptive to ideas about the software. When they receive a request, they quickly 1) show us how we could accomplish the task through a capability that already exists in the system or 2) find out if changes are feasible. BankPoint will not solve for every want, but they value your opinion and take it into account when developing the software further. Review collected by and hosted on G2.com.
Super efficient, we don't need to train our users, better features than competitors like Ncino by far. Super easy to implement and for us to customize ourselves. Review collected by and hosted on G2.com.
Nothing except I wish they could just write a core system, so we could drop our core all together. Review collected by and hosted on G2.com.
I really love how it integrates with the system and very efficient banking management system. Review collected by and hosted on G2.com.
Some functions are not very well explained in the user guides. Review collected by and hosted on G2.com.
Easy to navigate
Easy to customize
Information is displayed in a organized manner Review collected by and hosted on G2.com.
The collateral section is not detailed
functionality to view your entire portfolio could be improved Review collected by and hosted on G2.com.
Customer support is excellent and fast at responding. Review collected by and hosted on G2.com.
Since it is an "out of the box" system, the customization and reporting features are limited. Review collected by and hosted on G2.com.
Ease of use. Getting data, uploading, docs, notes, etc., is all very intuitive and easy to learn quickly. I primarily use BankPoint on the document side. Both to input all needed loan documents into its database. It also has a very nice Note section to keep track of calls, emails, or any miscellaneous notes that may be needed to keep track of discussions or borrower interactions. Review collected by and hosted on G2.com.
My only dislike is occasionally, I will notice the loan history may not be in sync with our core system. But that tends to be minor related to an overnight process not running. Once run/updated it gets in sync again and works excellently. Review collected by and hosted on G2.com.
I like that you don't have to click through a bunch of screens to find information and I like the search button to find docs easily. Review collected by and hosted on G2.com.
I don't like that I have to update a different system and let it process overnight in order for BankPoint to update certain information. Review collected by and hosted on G2.com.
- Speed at which BankPoint can be opened, search initiated, and information obtained.
- Ease of viewing work-in-progress and assessing each item's work time (pipeline tracking) Review collected by and hosted on G2.com.
We utilize the Synergy product and the ability to view imaged documents within BankPoints is a critical efficiency; the number one problem I run into as a daily user is a failure to retrieve certain documents from within LoanVantage. It's not entirely clear if a particular filetype or file size is the culprit for this repetive error. Review collected by and hosted on G2.com.
BP is easy to use and I like that you can create custom reports easily too. Review collected by and hosted on G2.com.
There is not much to dislike but it would be nice if the loan pages have a link to show if the relationship have any deposit accounts. Review collected by and hosted on G2.com.
