LENDING CONSULTING
Consulting Services
The Lending Practice provides consulting services on a variety of the key commercial lending origination and servicing platforms. With over 20 years of experience in the sector from a technology and operations perspective, our consultants provide expertise in a wide array of software platforms related to the verticals in lending to offering operational expertise in designing efficient business models to run your organizations lending team.
Origination/Underwriting – nCino, CME, Capital Stream
Loan Servicing– Loan IQ, ACBS, AFS
Our consultants have worked on variety of projects. Some examples of our efforts include:
Addition of Microsoft CRM and Salesforce to Origination area
System Upgrades – Analysis, New Module Deployment, Testing, Technology Guidance
LIBOR/SOFR upgrades
Salesforce Configuration for Commercial Bankers
Conversions – Mapping, Migration Programming, Staging
New System Implementations – Workflow Design, Configuration, Testing, Integration, Technology Strategy
Aspects of our Consulting Services include
Composition of the lending portfolio – Loans that comprise commercial
Operational & Processing Setup (Size of team & structured)
Volume of lending book (# of deals, loans, deals as agent)
Technology & Integration landscape
High volume lending processing procedures
Customer channels – how borrowers interact with bank & correspondence
Challenges & Next Gen Ideas
