January 19, 2015

CREDITSTREAM Automated Account Tracking

CREDITSTREAM provides automated account tracking via Checklists, Activities, and Items. 


Checklists serve several functions. They permit the user to define the type of data that must be included in the deal. Checklists can also be reminders to look for specific documents in the deal. Checklists can also be a reminder that a follow-up is required.


An Activity is a reminder to complete or perform some action. Activities can be created as a result of a checklist review or many other reasons. Activities can be assigned to designated individuals for follow-up and resolution as part of automated account tracking.


An Item is a specific category of information to be tracked. Each Item has its own screen to track various pieces of information for that Item. Items are attached to Customers, Collateral, Commitments, and Loans.