+
+

Related Products

  • SBS Banking Platform
    29 Ratings
  • MeridianLink Opening
    24 Ratings
    Visit Website
  • Mortgage Automator
    189 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • Process Street
    1,112 Ratings
    Visit Website
  • North One
    5,043 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Valant Behavioral Health EHR
    335 Ratings
    Visit Website
  • Apryse PDF SDK
    154 Ratings
    Visit Website
  • Filevine
    574 Ratings
    Visit Website

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real-time exception tracking with built-in escalation tools and role-based workflows that automatically flag missing or outdated documents, plus integrated document imaging to scan, store, index, version, and securely retrieve files electronically.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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Audience

Organizations in need of a solution to boost their team’s effectiveness and productivity with greater visibility

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$1 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ASI
United States
abs.asiweb.com/solutions/bankmanager-elite

Company Information

Ideolve
United States
ideolve.mithi.com

Alternatives

AccuAccount

AccuAccount

AccuSystems

Alternatives

TeamForge

TeamForge

Digital.ai
Aurora Image Item Processing

Aurora Image Item Processing

Computer Service Professionals
Ignatiuz HelpDesk

Ignatiuz HelpDesk

Ignatiuz Software
Hubco Nidhi Software

Hubco Nidhi Software

Hubco Technologies
Kaseya BMS

Kaseya BMS

Kaseya

Categories

Categories

Integrations

Freshdesk
Google Forms
Vaultastic
Zapier
Zoho CRM

Integrations

Freshdesk
Google Forms
Vaultastic
Zapier
Zoho CRM
Claim BankManager Elite and update features and information
Claim BankManager Elite and update features and information
Claim Ideolve and update features and information
Claim Ideolve and update features and information