Industry
Banking & Financial Services
Consolidating Up to 15 Loan Systems Into a Single nCINO-Powered Lifecycle for SBA Lending
loan systems consolidated onto a single unified nCINO-powered platform
SBA loan lifecycle unified from origination and underwriting to servicing
turnaround through standardized, transparent, and compliant processes
The bank managed its SBA loan lifecycle across up to 15 different systems, from origination and underwriting through servicing, with time-consuming processes and limited visibility. Altimetrik revamped the loan lifecycle on nCINO and Salesforce, unifying origination, application processing, underwriting, risk and financial analysis, and loan contracting on a single platform integrated with CRM, credit bureau, the mainframe lending decision engine, and third-party tooling. The result was a unified, transparent platform with faster turnaround, standardized processes, and stronger regulatory compliance.
Managing loan applications and processing spanned up to 15 different systems, which demanded extensive coordination between departments and made the process time-consuming with limited visibility. Process adherence was hard to enforce across so many disconnected tools.
The bank wanted an integrated, unified solution that could manage banking operations end to end, ensure regulatory compliance, reduce risk, and open new revenue opportunities.
Fragmentation across 15 systems slowed every loan, obscured status, and made compliance a manual effort. Consolidation was the path to faster turnaround, real visibility, and the transparency regulators and the business both required.
Altimetrik revamped the loan lifecycle on nCINO and Salesforce, unifying origination, application processing, underwriting, risk and financial analysis, and loan contracting on a single platform. Document collection, equity calculation, application validation, credit and collateral checks, risk rating, and pricing were brought into one governed flow.
The platform integrated with the CRM used for information collection, the credit-bureau and relationship-management application, the mainframe lending decision engine, and the third-party template and communication tooling, replacing a sprawl of point solutions with an intuitive, unified interface.
▪ Up to 15 systems unified onto one nCINO-powered platform
▪ Intuitive, simple interface across the loan lifecycle
▪ Reduced turnaround time and improved process visibility
▪ Standardized processes with stronger process adherence
▪ Increased transparency, efficiency, and profitability
▪ Regulatory compliance strengthened and risk reduced
Altimetrik replaced a sprawl of up to 15 disconnected systems with a single, intuitive lending platform built on nCINO and Salesforce. By unifying the SBA loan lifecycle from origination to servicing and integrating it with the bank’s core systems, Altimetrik delivered the visibility, speed, and compliance the business needed, along with the foundation for new revenue.
