BankProspector - Getting Started

What is BankProspector?

BankProspector  is a subscription-based platform that aggregates public bank and credit union data and makes it fully searchable. The platform also includes built-in prospecting tools such as a contact manager, targeting tools, and advanced search features.

Members begin on the Dashboard, which provides a high-level overview of recent activity, targeted institutions, and a snapshot of current market conditions.

From there, members can explore detailed data on banks and credit unions—both at a high level and at the individual institution level. BankProspector also includes a searchable database of lending servicers.

Using the Bank Search and Credit Union Search features, members can filter institutions by geography and refine results using specific financial and market criteria. From these searches, institutions can be targeted and exports can be generated based on selected results.

Members can save and manage Contacts, build targeted lists, and export both Targets and Contacts for use outside the platform. Individual institutions can also be tagged for quick reference, and those tag-based lists can also be exported.

Throughout the platform, members can switch between reporting periods using the quarter tabs, and can search for specific institutions by name at any time.

Quick Access

• Dashboard – View recent activity and market snapshot
• Bank Search – Find and filter banks by financial criteria
• Credit Union Search – Search and filter credit unions
• Contacts – Manage and organize saved contacts
• Saved Searches – Access and rerun your saved filters
• Watchlists / Targets – View and manage targeted institutions
• CSV Exports – Download your data for offline use