Set & Track Goals

Set performance goals for your institution
Create, adjust, and copy goal sets
Target lending by geography
Monitor performance throughout the year
Categorically track HMDA and CRA lending

Report

View easy-to-read and presentation-ready reports
Evaluate Goal Set reports
Export reports into PDF, Word, or Excel

Monitor Specific Goals

LMI lending
Census tract penetration–total tracts, LMI tracts penetrated, MMCT’s, MMCT percentages
Assessment area goal sets–loan types (SB Small Farm, Refinance, Home-Improvement)

RiskExec reports help show how we compare to other financial institutions in terms of HMDA and CRA Small Business lending activities, and helps us set goals for future performance that will earn us favorable exam ratings.

Jon Davies

Compliance Executive, Regions Bank

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After 8+ years of using the RiskExec software, the reliability and the technical support continue to be top-notch. Thank you for consistently providing outstanding service.

Cynthia Stephenson

Vice-President/Client Technology Solutions, Bank of New York Mellon

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Just wanted to thank you guys for getting the large geocoding request completed for us in a condensed time frame. The information was quite useful to us and we had a tight deadline for the information.

Jon Davies

Compliance Executive, Regions Bank

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Set & Track Goals

Report

Monitor Specific Goals

Analyze, report, and set goals

Top-notch technical support

Quick turnaround for requests