Related Products
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About
BankManager Elite is a centralized banking operations and document management platform designed to help financial institutions streamline documentation, exception tracking, and workflows so teams stay organized, compliant, and prepared for audits. It provides real-time exception tracking with built-in escalation tools and role-based workflows that automatically flag missing or outdated documents, plus integrated document imaging to scan, store, index, version, and securely retrieve files electronically. It supports loan and deposit lifecycle management with structured workflows and full visibility into each account, and offers custom dashboards and dynamic reporting for internal reviews, audits, and board meetings. As a unified workstation for lenders and customer service representatives, BankManager Elite consolidates loan and deposit information, including collateral and documentation exceptions, into a single interface, helps teams quickly resolve inconsistencies.
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About
Boost your team’s effectiveness and productivity with greater visibility and control of critical business data. Ideolve’s intuitive collaboration tools for business help you collaborate effectively to gain visibility of all your work, automate workflows, enhance process flow management, and exception management and stay in the loop with mentions and real-time notifications. Job application responses on Google Forms are shared via Ideolve with evaluators to record feedback, assign tasks, and collaborate over the selection process. Frontline agents logged into ticketing systems for customer support can leverage cross-functional workflow by escalating complex and exceptional issues to senior team members via Ideolve to gain quick and effective resolutions. Compliance violations discovered during audits can be privately and securely shared via Ideolve’s exception management tools with relevant audit teams to collaborate on the review and remedial action.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Community bank operations, lending, and compliance teams that need a centralized platform to manage documentation, track exceptions, and maintain audit-ready records across loan and deposit lifecycles
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Audience
Organizations in need of a solution to boost their team’s effectiveness and productivity with greater visibility
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$1 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationASI
United States
abs.asiweb.com/solutions/bankmanager-elite
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Company InformationIdeolve
United States
ideolve.mithi.com
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Alternatives |
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Categories |
Categories |
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Integrations
Freshdesk
Google Forms
Vaultastic
Zapier
Zoho CRM
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