Dear CBAI Member:

CBSC is working with Sageworks, the Preferred Provider for credit analysis software, to create additional products and
services that will benefit CBAI members.

Please take a moment to complete the brief online survey. Your responses will be kept confidential and will be used
only to help us identify products that you believe will be most beneficial to your bank’s operation. THANK YOU.

Please check the items that you believe will most benefit your bank's operation:

Tickler System – Alert user when financial statements / tax returns are coming due for particular customers.


Covenant Tracking – Module to track and analyze covenants and user compliance automatically.


Risk Rating System – System to help user analyze and assign risk grade to each loan based on quantitative and qualitative factors.


Loan Pricing / Profitability – Stress test different loan scenarios using interest rates, fees, deposit balances, etc.


Portfolio Analysis – Analyze loan portfolio risk and profitability.


Collateral Tracking – Track collateral and analyze risk.


Other:   



Your Name:        Bank Name/City:   


THANK YOU FOR YOUR RESPONSE. ANY QUESTIONS? EMAIL PAM LOWRANCE, CBSC VICE PRESIDENT