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Today’s financial institutions offer an ever expanding array of commercial finance products to their business customers. CapitalStream provides front office automation solutions for the full range of commercial finance operations, from high-volume small business lending and small-ticket equipment leasing to traditional commercial lending groups to sophisticated multi-million-dollar securitized commercial mortgage operations.

Utilizing technologies that streamline all facets of commercial finance across all sizes and types of business relationships, CapitalStream offers front office solutions that integrate and automate account origination, deal structuring, credit adjudication, document generation and ongoing risk management.



CapitalStream’s front office automation and information management tools mean enhanced productivity, more effective collaboration and greater visibility across all lines of business and product offerings.

CapitalStream’s integrated enterprise risk management platform provides transparency in commercial relationships and their associated risks across all products and portfolios.

CapitalStream’s FinanceCenter offers integrated covenant compliance tracking and bank-wide exposure monitoring to support Basel II requirements to manage risk and optimize reserves.

Every finance operation is unique. As products, transaction size, and customer profiles vary, so do the requirements for success. CapitalStream’s FinanceCenter was designed with the flexibility and configurability necessary for a single platform to enable success across each of these commercial finance operations.


Challenged by increased competition and shrinking margins, your mid-market relationship managers and credit analysts need to have easy access to the information to make more efficient and effective decisions. FinanceCenter allows relationship managers, product specialists, credit analysts, customer service representatives and operations personnel to gather, review and analyze the key information necessary to collaborate more effectively with each other and their customers. With FinanceCenter as your mid-market front office platform, information can flow seamlessly from the sales pipeline to financial analysis to credit write up to documentation and booking – providing complete visibility into each relationship and the operation overall. Learn more >>


With FinanceCenter, you can achieve cost-effective portfolio growth by streamlining financial transaction origination workflow through each channel (branch, direct, Web, call center) and each front office function (sales, credit, documentation, funding, customer service). Your front office will double throughput with no increase in headcount.

In a sector where decision- and documentation-delivery times are often the key differentiators, FinanceCenter’s streamlined origination platform supports instantaneous decisioning and document generation. FinanceCenter offers your small business operations significant competitive advantage, providing your small businesses customers with financing more quickly as you manage risk more effectively. Learn more >>


Web-based vendor programs, instant credit decisioning, integrated information flow and streamlined operations. These are the ingredients for success in the competitive equipment leasing and lending market. And FinanceCenter can get you there with an integrated front office platform that automates origination and credit decisioning processes to increase deal flow with no increase in headcount.

From flexible pricing programs to automatic documentation generation and delivery to integrated booking to back office servicing systems, FinanceCenter integrates equipment leasing and lending with your full financial services operations. And FinanceCenter helps expand your lease origination channels with Web-based collaboration that provides vendors, brokers and funding partners with instant visibility to status of individual deals and their entire account. Learn more >>


Eliminate the bottlenecks as your front office commercial mortgage team collaborates more effectively to complete complex real estate analysis, valuation and underwriting. FinanceCenter speeds analysis by integrating your current models into a common structuring and decisioning platform that facilitates cross team collaboration and information sharing. With FinanceCenter your team can easily gather information using flexible templates that incorporate and extend your existing underwriting models and automatically generate documentation to meet mortgage program requirements.

Automatically select, group and extract pool information for securitization to eliminate redundant data entry and time-consuming paper-based processes. Underwriters and all front office team members can collaborate easily with full visibility into loan qualification, analysis, underwriting and documentation processes. Beyond origination and securitization, FinanceCenter also simplifies the evaluation of ongoing portfolio performance. Learn more >>


As customer relationships grow more complex, products more varied, and reporting requirements more stringent, financial institutions are looking for a comprehensive Enterprise Risk Management (ERM) solution that provides powerful and cost-efficient bank-wide exposure tracking and compliance monitoring. CapitalStream FinanceCenter’s enterprise risk management platform allows risk managers to track and aggregate direct and contingent exposure at every level, from borrower and guarantor to portfolio, business unit or bank-wide.

FinanceCenter’s integrated risk analysis tools give managers access to real time cross-portfolio information to constantly monitor critical indices. Integrated decision, exposure and compliance tracking help address Basel II requirements, and support bank-wide risk and exposure management across commercial relationships and product portfolios. Learn more >>