Helping you find what you need to know about
Mortgage Sales
Mortgage Loan Processing
Mortgage Underwriting
Closing
The Bankers Guide is a software as a service that collects information from a wide spectrum of banking requirements and aggregates the rules and best practices that apply to a specific business process. The solution then provides the tools a business process manager needs to help track, report and manage to those requirements. This unique solution helps business process managers quickly and efficiently understand the information they need to know and manage to it in one single location.
The Bankers Guide was borne from the simple idea that most business unit managers in financial institutions want to understand what they need to do.
Financial institution managers are called on to manage a large population of constantly changing information. From regulatory requirements, to best practices, dashboards and metrics. There is an underlying worry that they "don't know what they don't know".
After spending time with different companies and different types of financial institutions, one a simple question consistently popped up - isn't there something out there to help me track all the things I specifically need to know?
The Bankers Guide is aiming to transform the way the industry thinks about information, control documentation and vendors.
Our goal is to offer an affordable service that provides information an individual business unit manager needs to think about in one central location. We wish to help financial institution managers understand what best practices and regulatory requirements apply to their specific line of business in an easy to engage manner while also connecting them to the service providers who can solve the specific gaps identified.
For a chance at early access to the private beta, please sign up and join our wait list. Priority will be assigned on a first come first serve basis.