Estimated savings based on current customer loan review experience.
Update the yellow-highlighted cells to enter your key inputs and estimate potential savings.
| Department & Activity | % Portfolio | Est. Volume | Legacy Time (Hrs) | CV Time (Hrs) | Hours Saved | Cost Savings |
|---|---|---|---|---|---|---|
| I. ORIGINATION & UNDERWRITING | ||||||
| New Originations / Renewals | 0 | 0 | 0 | 0 | ||
| Loan Admin / Doc Prep | 0 | 0 | 0 | 0 | ||
| II. PORTFOLIO MANAGEMENT | ||||||
| Annual Relationship Reviews | 0 | 0 | 0 | 0 | ||
| Covenant Compliance / Watch List | 0 | 0 | 0 | 0 | ||
| III. AUDIT & REGULATORY PREP | ||||||
| Internal Loan Review (Audit) | 0 | 0 | 0 | 0 | ||
| External Regulatory Exam Prep | 0 | 0 | 0 | 0 | ||
| IV. RELATIONSHIP MANAGERS | ||||||
| Document Review / Client Relations | 0 | 0 | 0 | 0 | ||
| GRAND TOTALS | 0 | - | - | 0 | $0 | |