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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Banks, lenders, and loan portfolio managers of all sizes

Audience

Fintechs and Financial Institutions (Banks, Brokers, Credit Unions)

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

No information available.
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:

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Reviews/Ratings

Overall 4.9 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 5.0 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BankPoint
Founded: 1999
United States
www.getbankpoint.com/scheduledemo/

Company Information

Boss Insights
Founded: 2017
Canada
bossinsights.com

Alternatives

Alternatives

Railz

Railz

Railz.ai
OmniConnect

OmniConnect

Kinective
HES FinTech

HES FinTech

HES Fintech

Categories

Categories

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

API Management Features

Access Control
Analytics
API Design
API Lifecycle Management
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control

Integration Features

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Integrations

Agile CRM
Bitrix24
CenterEdge Advantage
Copper
HubSpot CRM
Insightly
Keap
Magento
Microsoft Dynamics 365 Business Central
Nimble
Odoo
Pipedrive
QuickBooks Online
Recurly
Stripe
VK
Xero
Zoho Books
Zuora

Integrations

Agile CRM
Bitrix24
CenterEdge Advantage
Copper
HubSpot CRM
Insightly
Keap
Magento
Microsoft Dynamics 365 Business Central
Nimble
Odoo
Pipedrive
QuickBooks Online
Recurly
Stripe
VK
Xero
Zoho Books
Zuora
Claim BankPoint and update features and information
Claim BankPoint and update features and information
Claim Boss Insights and update features and information
Claim Boss Insights and update features and information