List of Teslar Lending Workflow Automation Customers
Springdale, 72762, AR,
United States
Since 2010, our global team of researchers has been studying Teslar Lending Workflow Automation customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Teslar Lending Workflow Automation for Loan Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Teslar Lending Workflow Automation for Loan Management include: Bank Of Zachary, a United States based Banking and Financial Services organisation with 975 employees and revenues of $244.0 million, Extraco Banks, a United States based Banking and Financial Services organisation with 390 employees and revenues of $65.0 million, Legends Bank, a United States based Banking and Financial Services organisation with 150 employees and revenues of $20.0 million, Farmers & Merchants State Bank, a United States based Banking and Financial Services organisation with 100 employees and revenues of $15.0 million, American Business Bank, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Teslar Lending Workflow Automation, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Teslar Lending Workflow Automation customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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American Business Bank | Banking and Financial Services | 10 | $1M | United States | 3E Software | Teslar Lending Workflow Automation | Loan Management | 2021 | n/a |
In 2021 American Business Bank implemented Teslar Lending Workflow Automation for Loan Management to streamline commercial lending, credit administration and loan operations across its Southern California market. The deployment prioritized Finance commercial lending teams and included targeted support for Paycheck Protection Program origination and forgiveness workflows.
American Business Bank leveraged Teslar Lending Workflow Automation's automated workflows and portfolio and exception management tools to reduce manual indexing and improve borrower experience and operational transparency. Configuration work emphasized workflow orchestration, exception routing and portfolio monitoring to centralize task ownership within credit administration and loan operations.
Rollout began in 2021 and was coordinated through the bank's finance and loan operations functions, embedding Teslar Lending Workflow Automation into underwriting, document processing and post closing administration workflows. Governance focused on process standardization and exception handling rules, with operating teams using the Loan Management application to increase visibility across commercial loan portfolios.
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Bank Of Zachary | Banking and Financial Services | 975 | $244M | United States | 3E Software | Teslar Lending Workflow Automation | Loan Management | 2020 | n/a |
In 2020, Bank Of Zachary implemented Teslar Lending Workflow Automation to streamline commercial lending operations. The deployment focused on the bank's commercial lending function within finance, centralizing workflows to improve interdepartmental collaboration and better manage construction withdrawals and exceptions, with the solution positioned in the Loan Management application layer to reduce manual tasks and standardize draw processes.
Functional modules implemented included exceptions tracking, construction disbursement management and document and pipeline tools within Teslar Lending Workflow Automation, which Bank Of Zachary used to centralize task orchestration and document flows. Governance changes emphasized formalized exception workflows and construction disbursement approvals, with embedded automation to route construction draws and surface exceptions for review across lending, credit and operations teams.
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Extraco Banks | Banking and Financial Services | 390 | $65M | United States | 3E Software | Teslar Lending Workflow Automation | Loan Management | 2023 | n/a |
In 2023, Extraco Banks implemented Teslar Lending Workflow Automation within its Loan Management agenda to modernize commercial lending processes. The effort aimed to move the bank away from paper intensive processes toward automation and digital tools while improving portfolio balancing and operational transparency.
The deployment incorporated Teslar's pipeline, workflow and exceptions modules, together with annual loan review and construction management capabilities. Configuration emphasized automated pipeline tracking, exception routing and structured annual review workflows to standardize documentation, underwriting checkpoints and decision handoffs. The Teslar Lending Workflow Automation implementation also centralized construction loan draw and inspection management to bring consistency to project lifecycle controls.
Operational coverage focused on commercial lending teams, loan operations, underwriting and portfolio management across Extraco Banks' central Texas footprint. Functional workflows implemented included task orchestration, document control and exception handling to support lenders and relationship managers in loan fulfillment and ongoing portfolio oversight.
Governance changes centered on workflow based process controls and exception governance to improve transparency and accuracy in credit decisioning and periodic reviews. The bank expected Teslar's tools to deliver greater efficiency, transparency and accuracy, while providing faster and more convenient customer experiences and deeper insights into portfolio activity and health.
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Farmers & Merchants State Bank | Banking and Financial Services | 100 | $15M | United States | 3E Software | Teslar Lending Workflow Automation | Loan Management | 2025 | n/a |
In 2025, Farmers & Merchants State Bank implemented Teslar Lending Workflow Automation for Loan Management to enhance efficiency, transparency, and accuracy across its loan operations. The deployment targets the bank’s community footprint in Plankinton, White Lake, and surrounding South Dakota communities, reflecting a small bank operational model with centralized workflow needs and a compact staff structure.
The implementation includes configured Exceptions/Tickler Tracking with image integration to manage document workflows and identify outstanding items, and custom workflows to streamline routine loan processing tasks. Teslar Lending Workflow Automation is provisioned as a single, user friendly platform that consolidates document handling, task orchestration, and reporting capabilities aligned to Loan Management functional workflows.
Teslar will integrate into the bank’s core banking system to provide easy access to accurate data and reporting, enabling a single source of truth for lending data and operational reporting. Operational coverage spans lending operations, back office processing, and customer facing loan servicing functions across the bank’s branches, improving visibility of loan status and outstanding exceptions.
Governance and operational changes emphasize workflow centralization and automation to reduce manual effort across a small team, with process redesign focused on exception resolution and tickler driven follow up. The bank explicitly expects outcomes including saving time, reducing manual effort, and speeding up processes to better serve customers, leveraging Teslar Lending Workflow Automation to create more operational efficiencies.
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Legends Bank | Banking and Financial Services | 150 | $20M | United States | 3E Software | Teslar Lending Workflow Automation | Loan Management | 2022 | n/a |
In 2022, Legends Bank implemented Teslar Lending Workflow Automation to centralize and digitize commercial lending workflows in its Loan Management function, selecting Teslar's full suite to reduce dependence on spreadsheets and paper. The implementation began in 2022 with a phased approach, starting with exceptions management as the first module to standardize exception handling and decision tracking for the Clarksville, Tennessee commercial lending group.
The deployment emphasized Loan Management capabilities, including exceptions management, workflow orchestration, and document management to standardize origination and underwriting task routing and create an auditable trail for approvals. Teslar Lending Workflow Automation was configured to centralize task assignment and approvals across the commercial lending team, reshaping processes to reduce manual handoffs and improve transparency, and the bank expected fewer manual errors and the ability to scale lending operations without adding FTEs.
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