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LoanPricingPRO®

Empower Profitability With Strategic Loan Pricing
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Transform Your Loan Pricing Approach

Is your financial institution relying on gut feeling to price loans? Are you looking for ways to grow your loan portfolio in a dynamic interest rate environment? Do you need more visibility into your institution’s lending portfolio performance at the lender, branch, product, and customer levels?

LoanPricingPRO® can help your community bank or credit union manage and grow its loan portfolio by revealing opportunities for portfolio profitability improvement. LoanPricingPRO considers the value of your existing customer accounts and can help enhance loan terms with real-time profitability recommendations. With robust reporting tools, you can drill down into lender, product, and customer profitability to uncover actionable insights that support smarter lending decisions.

LoanPricingPRO®

LoanPricingPRO helps lenders offer competitive loan packages, balance growth and profitability initiatives, and identify profitability improvement opportunities

Easily Calculate Commercial Loan Profitability

Give your lenders the tools they need to make smarter, faster pricing decisions. With each loan request, LoanPricingPRO can instantly show the return on equity (ROE) and how the terms compare to your institution’s goals.

With just a few clicks, lenders can see the profitability impact, strengthen customer relationships, and identify opportunities to grow your loan portfolio with confidence.

Screenshot of the Profitability analysis dashboard of LoanPricingPRO

See Profitability at a Glance

Profitability analysis is an integral part of LoanPricingPRO. With each loan request, lenders can immediately see the profitability impact of each loan term and how it relates to institutional goals.

Lenders can see the ROE of the proposed loan and quickly run scenarios to find the most competitive loan terms with the best ROE.

Client Success Story:

West Shore Bank logo

“LoanPricingPRO takes the guesswork out of competitive pricing. The inclusion of the entire relationship, coupled with bank control over ROE targets, allows for a clear picture of the value of a relationship. We now know with more certainty when to compete on a deal and when to walk away.”

– John Clark, SVP – Senior Lending Officer, West Shore Bank

Price Smarter With Relationship Pricing

When pricing a loan, LoanPricingPRO considers the customer’s existing loans, deposits, related businesses, and personal accounts to provide an overall picture of the relationship’s ROE. With this information, lenders can offer even more competitive loan packages that still meet institutional goals.

Customer Loans, Deposits, Related Business, and Personal Accounts factoring into institutional goals.

Gain Insights That Support Growth

LoanPricingPRO has easy-to-use reporting that can give you a strategic overview of your loan portfolio, answering critical questions such as:

  • Who are my top 10 most profitable customers?
  • What is the ROE of the commercial loan portfolio?
  • Does the CRE portfolio have a higher return than C&I loans?
  • Which lender has the highest ROE?
  • What are they doing differently?

Loan Officer Profitability

Easily analyze your loan officers’ performance to actively manage your portfolio.

An infographic illustrating how LoanPricingRPO can help bring profitability analysis to the loan process.

Profitability reporting enables lending leaders to analyze profitability by lender, product, and customer, helping them spot improvement opportunities. It also allows lenders to compare their profitability contribution to the institution overall to help create personalized improvement plans.

Experience Unmatched Implementation

Infographic depicting a breakdown of the five step process from demoing our LoanProcessingPRO tool to building stronger customer relationships!
Step 1

We demo your new loan pricing tool.

Step 2

We walk you through preparing your core data feed.

Step 3

We build your custom pricing model!

Additional consulting is available if you need it.

Step 4

Once you review and sign off on the model, we train your team.

Step 5

We help you build stronger customer relationships!

Our experienced professionals will configure the platform to match your institution’s goals and guide you through a profitability analysis of your existing lending products, helping to drive assumptions and targets to balance short-term growth and long-term profitability.

With LoanPricingPRO, Forvis Mazars can help enhance your profitability through data-informed decision making. It’s how we manage risk and drive business forward, helping you prepare for what’s next.

Ready to Price Smarter?
Fill out the form to request a demo and seven-day trial.
 
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Commercial Lending Trends & Risks Report: Q1 FY 2025

How does your institution measure against your peers? Explore asset-size specific benchmarking data and banking trends in this report.

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Andy Morgan Director, CFO & Business Consulting

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