Presentation Manager (Commercial)

The FINPACK Presentation Manager provides a consistent and concise loan presentation format customized to your bank’s needs.

Combine FINPACK data and your narrative into a loan presentation
Base loan presentations on a template that can be customized and standardized for the entire institution
Take advantage of powerful and familiar word-processing features
Select which data to import from balance sheets, collateral analysis, risk rating, and cash flow plans
Automatically update linkages to imported data when source data changes from year to year
Attach virtually any FINPACK document as an appendix, such as a balance sheet or historical financial spread