Legacy Bank Case Study

Legacy Bank is growing fast, both organically and through acquisition. They were spending too much time wrangling data from multiple systems and trying to keep up with new questions arising in the midst of a rapidly changing economic landscape.

CRE Portfolio Analysis: Time to Move Away from Spreadsheets?

The right SaaS solution can give banks deeper insight into their CRE portfolios, open opportunities for increased revenue, shorten audits, automate monthly reporting, and save time spent finding and organizing data – all at a price point that works for community banks.


Qualtik Partners with JAM FINTOP

"Qualtik is helping community banks around the country as they navigate these challenges, and our relationship with JAM FINTOP can accelerate our growth,” said Mark Prior, Qualtik Founder and CEO.

  • qualtik's cre lender dashboard

Save Time with Qualtik’s CRE Lender Dashboard

An industry-leading tool for commercial real estate lenders is now available from Qualtik: Dynamic CRE Dashboards. In working with CRE lenders, Qualtik found that many lack deep visibility into their portfolios. In addition, in order to gain even the current limited level of insight, they are spending several days each month collecting and organizing their data in spreadsheets, leaving precious little time for analysis.

Qualtik’s Loan Portfolio Stress Testing Tool

A revolutionary stress testing tool featuring real time portfolio filtering and interactive reports is now available from Qualtik. Users can filter their CRE loan portfolio in real time by criteria such as location, property type, vintage, NAICS code, and more; apply stress to interest rate, cap rate, and NOI; display results visually, so the migration of loans from their current state to mild, medium, and severe stressed states is immediately apparent; and delve into Qualtik Spark valuation software to further analyze strategies on specific loans.

Qualtik Lands Hope Willard Lundt as a New Advisor

Hope Willard Lundt joins Qualtik as an advisor. Designed for community banks and commercial real estate (CRE) lenders, Qualtik’s software enables deeper and faster analysis of CRE loan portfolios. Among other capabilities, the platform provides interactive concentration reports and stress testing. The software allows banks to analyze scenarios that are important to them and receive instant feedback on the degree of potential risk in their CRE portfolio.

Use the tool that’s built for the job. Filter & analyze your CRE portfolio in real time. Calculate value for collateral as well as the note, quickly and easily.