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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Designed specifically for commercial banks and lenders, BankPoint integrates effortlessly with your core banking system, offering a straightforward and intuitive solution that significantly enhances and streamlines your institution's operations. Discover how progressive financial organizations are embracing BankPoint to optimize various functions such as Loan Pipeline Management, Loan Portfolio Management, Covenant Tracking, Loan Review, Document Management, and additional critical areas for improved efficiency and effectiveness. By adopting this innovative platform, institutions can not only simplify their processes but also gain a competitive edge in the fast-evolving financial landscape.

Description

Totality is an advanced loan management platform designed to enhance lending processes through comprehensive automation, informed decision-making, and a cohesive user interface. By streamlining essential portfolio tasks such as customer interaction, contract management, loan assessments, funding, collections, and marketing initiatives, it significantly minimizes the reliance on manual labor. Users benefit from a sleek, modern dashboard that facilitates the entire loan lifecycle on a single, continuously updating screen, effectively consolidating communication options—whether voice, email, or text—alongside pertinent customer information. The system provides real-time tracking of key performance indicators and customizable mobile alerts, ensuring operators can swiftly respond to changing performance metrics. Additionally, Totality seamlessly integrates with various systems and offers flexible customization, while its licensing model incorporates software updates and dedicated support hours, ensuring there are no hidden costs. With these features, Totality empowers lending professionals to work more efficiently and adapt quickly to evolving market demands.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Authorize.Net No 
Cobrowse.io No 
DecisionLogic No 
Flinks No 
Google Analytics No 
Kinective Bridge Yes 
LendAPI No 
Mailgun No 
PAVE No 
Plaid No 
REPAY No 
RingCentral AI Receptionist No 
SendGrid No 
Sherpa No 
Solutions by Text No 
Twilio No 
Zendesk No 
Zero Parallel No 
Zum Rails No 
flex No 

Integrations

Authorize.Net Yes 
Cobrowse.io Yes 
DecisionLogic Yes 
Flinks Yes 
Google Analytics Yes 
Kinective Bridge No 
LendAPI Yes 
Mailgun Yes 
PAVE Yes 
Plaid Yes 
REPAY Yes 
RingCentral AI Receptionist Yes 
SendGrid Yes 
Sherpa Yes 
Solutions by Text Yes 
Twilio Yes 
Zendesk Yes 
Zero Parallel Yes 
Zum Rails Yes 
flex Yes 

Pricing Details

BankPoint uses a simplified per-user pricing model that includes all current available modules and future releases of the BankPoint system. The solution can be deployed in your data center (on-premise), or hosted privately in the Microsoft Azure Cloud.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BankPoint

Founded

1999

Country

United States

Website

www.getbankpoint.com/scheduledemo/

Vendor Details

Company Name

Totality

Founded

2021

Country

United States

Website

totalitylms.com

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management Yes 
Securities Management No 
Transaction Monitoring No 

Commercial Loan

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

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages Yes 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management Yes 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Product Features

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