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BankPoint

Banking platform for loan portfolio managers

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Table of Contents

BankPoint - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: August 2025

BankPoint overview

What is BankPoint?

BankPoint is a cloud-based solution designed to help banks, non-bank lenders, and loan portfolio managers automate processes for covenant tracking, credit approval, due diligence, real estate owned (REO) management and more. BankPoint's customizable pipeline dashboard lets users visualize the latest updates, as well as loan status, and manage tasks, notes, and documents all from the same place.

Key features of BankPoint include portfolio management, audit trail, a client database, loan searching, custom field mapping and loan review. Hedge fund managers can use configurable templates and appropriate rights to view narratives, finances, additional documentation, and tables, as well as maintain a rule-based approval workflow. The impairment review module allows clients to examine loan-level impairment based on risks defined by banks, and track the performance status of special assets.

BankPoint can also be deployed in an on-premise environment. Salesforce integration enables private equity groups to visualize, as well as maintain customer and loan relationships by providing interactive diagrams, which can be modified according to individual requirements.

Starting price

Free

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Alternatives

BankPoint’s user interface

Ease of use rating:

4.6

(17)

BankPoint reviews

Overall rating

4.7

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend9.64/10

Rating distribution

Pros

“We call BankPoint "the best vendor ever. They are all knowledgeable, friendly, efficient and responsive.”

Jo L.

Senior Vice President

“It's flexibility in reporting and information "at your fingertips" is outstanding. If your bank operates more than one core system - the integration is seamless.”

Gail L.

EVP/COO

“The product combines information from several servicing systems and delivers it to the end user through an elegant user interface. Customer support is terrific.”

Kevin F.

SVP, Strategic Planning

Cons

“Inability to export historical data for a loan in bulk (i.e. daily balances) is annoying, and something easy that should be in place already.”

Christopher B.

VP Credit

“Sometimes the tasks built into the process can be so simple or repetitive that I am concerned that users will just check them off without thinking whether they actually did the task.”

Debbie H.

VP, Product Manager Treasury Management

“The URL for a loan detail page uses an internal numbering system, not the loan number itself, which is annoying for creating external links.”

Christopher B.

VP Credit

Who uses BankPoint?

Based on 17 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Banking

Financial Services

Use cases

- Not enough reviews

BankPoint's features

Features rating:

4.5

(17)

Accounting integration

(0)

Activity dashboard

(0)

Activity tracking

(0)

Alerts/Escalation

(0)

API

(0)

Audit management

(0)

Audit trail

(0)

Authentication

(0)

Client portal

(0)

Compliance management

(0)

Compliance tracking

(0)

Configurable workflow

(0)

Contact management

(0)

Core banking

(0)

Corporate banking

(0)

Credit union

(0)

CRM

(0)

Customer accounts

(0)

Customer database

(0)

Customizable reports

(0)

Dashboard

(0)

Data import/export

(0)

Document management

(0)

Document storage

(0)

Expense tracking

(0)

Lead management

(0)

Lending management

(0)

Loan portfolio management

(0)

Monitoring

(0)

Multi-Branch

(0)

Payment collection

(0)

Pipeline management

(0)

Portfolio management

(0)

Private banking

(0)

Real-Time analytics

(0)

Real-Time reporting

(0)

Reporting & statistics

(0)

Reporting/Analytics

(0)

Retail banking

(0)

Risk assessment

(0)

Risk management

(0)

Role-Based permissions

(0)

Rules-Based workflow

(0)

Scheduling

(0)

Secure data storage

(0)

Secure login

(0)

Status tracking

(0)

Third-Party integrations

(0)

Transaction history

(0)

Transaction monitoring

(0)

User management

(0)

Workflow management

(0)

BankPoint alternatives

BankPoint

4.6

(17)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.7

Features

4.5

Value for Money

4.5

Customer Support

4.8

SBP Regulatory Reporting

4.0

(1)

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Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Accounting Seed

4.3

(135)

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Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

NetSuite

4.2

(1.8K)

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Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

BankPoint pricing

Value for money rating:

4.5

(17)

Starting from

No pricing info

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about BankPoint price and value

Value for money rating:

4.5

(17)

To see what individual users think of BankPoint's price and value, check out the review snippets below.

“We call BankPoint "the best vendor ever. They are all knowledgeable, friendly, efficient and responsive.”

Jo L.

Senior Vice President

“It's flexibility in reporting and information "at your fingertips" is outstanding. If your bank operates more than one core system - the integration is seamless.”

Gail L.

EVP/COO