CASH Suite

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A powerful commercial lending software solution that helps business lenders increase profits and grow top line revenue by achieving straight-through-processing across every step of the commercial loan lifecycle.

CASH Suite™ puts ten integrated financial analysis and credit risk management software solutions into the hands of lending professionals. CASH Suite enables your entire loan team to streamline tasks like business development, financial analysis, risk management and pricing, credit communications and approvals, covenant compliance tracking, portfolio management, stress testing and in depth reporting—ultimately increasing efficiency and accuracy to reduce operational risk and enhance long-term profitability.

Key Features


CASH Bridge™ — Core systems integration to facilitate effective commercial life-cycle relationship and portfolio management.

CASH Opportunity™ — CRM for all commercial sales and service activities; supports planning, pipeline tracking and reporting.

CASH Insight™ — Financial analysis of commercial relationships at individual borrower and guarantor levels. Now includes CASH Tax Importer!

CASH CRE™ — Commercial real-estate stress testing and loan to value positions.

CASH Reward™ — Loan grading and risk scoring across the commercial portfolio.

CASH Profit™ — Consistent commercial loan pricing to meet return on asset/equity goals at the transaction and relationship levels.

CASH OnTrack™ — Proactively manage ticklers and financial reporting covenants at the borrower and portfolio levels to reduce loan loss.

CASH GlobalView™ — Comprehensive loan portfolio management, including rolled up data and analysis across CASH Suite solutions.

CASH Doc™ — Automated credit memos and reports compliant with Microsoft Office.

CASH Workflow™ — Provides visibility and control of your commercial lending process.

Key Benefits

CASH Suite enables commercial lenders to accelerate new business development and client retention efforts by:

  • Increasing efficiencies in data analysis, workflow process, and robust data integration.
  • Accelerating credit memo preparation, covenant tracking, and in-depth reporting.
  • Improving profitability in pricing practices, risk-rating, and underwriting.