Talea®

Our exclusive, cutting-edge platform for account automation.

Leverage our proprietary framework to streamline your loan process

Talea’s advanced technology enables straight-through processing, quickly connecting clients to the borrowing power of their portfolio.

Advanced client management

Effortless approach to opening and managing client credit lines and accounts.

End-to-end service

Track the status of new loans from application through account funding.

Automated, streamlined experience

Most loan approvals are achieved with full automation, with “meet once, sign once” documentation that eliminates the need for secondary closing packages.

Improved collateral management

Sophisticated portfolio monitoring controls risk to protect client assets and advisory relationships.

Less risk/data entry

Enhanced system security, easy authentication and less user input/fewer keystrokes.

Quick evaluations

Fast, accurate drawing-power simulations from your desktop through the Talea account automation platform.

Talea® | Lync™

A secure, web-based Salesforce Experience Cloud application, enabling you to easily monitor clients’ accounts with The Bancorp.

  • View transaction details, balance history, copies of checks and monthly statements
  • Establish alerts, such as monitoring a client’s account balance or specific transactions
  • Set-up reminders for yourself, such as reviewing a client account on a certain day
  • Submit and monitor “Cases,” aka requests
  • Track the status of new loans from application through account funding
  • Access via phone, tablet, laptop or computer
  • Safeguarded by the same proven information security protocols that protect all systems and client information at The Bancorp

Learn more about the power of Talea

Salesforce Cloud Experience is a trademark of Salesforce, Inc.