GoDocs Insights

Where Banks, Credit Unions, and Private Lenders turn for
industry insights.
Results: 5
Sort by: Newest
Commercial Lending

The Three Biggest Budget Blind Spots in Commercial Lending

Why Are Budget Blind Spots Costing You Deals? Following an annual budget is not the same as having a strategy. Many commercial lenders equate the act of budgeting with full financial awareness. In reality, a budget, no matter how detailed, only shows part of the picture. That’s why financial institutions can still misallocate resources despite...

August 28, 2025
Commercial Lending
Robot hand holding pen signature document signing up contract in mobile phone app, humanoid sign agreement. Artificial intelligence digital futuristic technology concept. Vector illustration

The Dangerous Illusion of AI-Generated Loan Documents

There’s no question that artificial intelligence (AI) is changing the way we work in commercial lending. From underwriting automation to portfolio analysis, AI-powered tools promise faster decisions, improved efficiency, and streamlined operations. For financial institutions constantly racing to close loans while managing risk, that’s an attractive value proposition.  But let’s draw a clear line: when...

July 8, 2025
Banks

What Does the Data Say About Modernizing Commercial Lending?

Here’s why it’s time to prioritize progress. Backed by data, expert advice, and real market trends. The commercial lending sector faces a crossroads. While some lenders cling to legacy systems and “safe” manual workflows they’ve been using for decades, the market and regulatory environment are evolving too quickly for this approach to remain viable. As...

June 3, 2025
Banks

Don’t Create Risk by Playing it Safe

The Case for Change for Financial Institutions by Adam Craig In my previous article I outlined the risks associated with inaction, specifically as it relates to financial institutions not moving forward with much needed back-office technology upgrades. In this article I discuss numerous benefits to organizations making back-office upgrades. These updates should be considered as...

January 14, 2025
Banks

Safe is the New Risky

The Cost of Financial Institutions Putting Off Updating Their Technology by Adam Craig According to Harvard Business Review, playing it safe is now considered the riskiest strategic choice there is. In the current era of digital disruption, the pace of change has dramatically accelerated, leaving traditional risk management strategies lacking. Organizations that move cautiously, or...

January 14, 2025

Looking for something?

Use the search bar below to help find what you’re looking for.