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Renewals & Reviews

Ascent centralizes your loan operations and seamlessly orchestrates the flow of borrower data across systems, allowing your team to focus on core business drivers.

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Annual loan reviews and renewals are a headache for your borrowers and a time-suck for your lending team.

Is there any way to streamline this work or is it just the cost of doing business?

Ascent's Loan Reviews/Renewals solution uses data, intelligence, and automation to take the burden off your members and handle the grunt work for your associates. Custom workflows based on your review and renewal policies and servicing calendar drive the bulk of the process.

Additionally, the solution surfaces potential risks and exceptions that need a closer look. This enables your team to put effort into the loans that need the most attention.

Simplify life for your borrowers, make your team more efficient and productive, free your lenders to focus on value-added work.

Ascent uses data from your systems-of-record (LOS, core, etc.) and permissioned sources (Plaid, QuickBooks, Experian, etc.) to drive the workflow.

Configurable logic routes renewal steps based on updated information–no time wasted on manual work where criteria is met and steps are unnecessary.

Borrower portal is tokenized–enables 3rd parties to complete forms and contribute documents (accountant, attorney, etc.)

Data and documents are pushed to your systems-of-record (core, document preparation, document management, covenant tracking, data warehouse, etc.)

Searchable, shareable audit trail that automatically logs renewal interactions/operations.

Renewals & Reviews

Ascent centralizes your loan operations and seamlessly orchestrates the flow of borrower data across systems, allowing your team to focus on core business drivers.

Automated Process

Configurable Rules Engine

Borrower Portal

Systems of Record

Audit Logs