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Business Rules in Strategy

Strategy has over 300 business rules to monitor dates and data points within the system. Each rule provides logic that compares system data to a point in time or user entered values to monitor various aspects of loan management:

  • loan performance (delinquent payments, maturity date approaching)
  • collateral performance (property conditions, rent rolls, deferred maintenance/repairs due)
  • required documentation (periodic financial statements are due, original loan documents filed)
  • insurance compliance (coverages, deductible maximums, required policies)

Once a rule trips, Strategy automatically performs one or more of the following actions defined by the user:

  • Places an alert on the user’s desktop
  • Sends an email to a designated party
  • Creates a letter to print or send by email
  • Adds the loan to a Watchlist

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    Commercial Lending and
    Asset Management Software


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