Case Study: Heritage Bank streamlines construction lending and reporting with Abrigo Construct

Heritage Bank cuts construction reporting from 2-3 days to 10-15 minutes with Abrigo

Heritage Bank, a regional bank serving the Pacific Northwest, faced challenges with a manual, spreadsheet-based process for tracking construction loans. This inefficient system, managed by VP Debbie Libbing, required several days per month to compile reports. To streamline collaboration and keep competitive, the bank implemented Abrigo Construct from vendor Abrigo.

By adopting Abrigo's solution, Heritage Bank automated its construction lending, enabling the creation of custom management reports that drastically reduced reporting time from days to minutes. The vendor's platform provided streamlined collaboration that was praised by both bank staff and builders, helping Heritage win new business. Abrigo's implementation resulted in a massive time savings and positive feedback from all users.

Heritage Bank