Case Study: Heritage Bank achieves faster reporting and streamlined collaboration with Abrigo Construct

Heritage Bank leverages Abrigo Construct for custom reporting and streamlined collaboration

Heritage Bank, a full‑service commercial bank with 50 offices across Washington, Oregon, and Idaho, faced slow, error-prone construction loan workflows driven by manual spreadsheets that required two to three days per month to compile and verify. To modernize its construction lending and keep up with competitors, Heritage Bank implemented Abrigo’s construction lending solution, Abrigo Construct.

Abrigo delivered a cloud‑based platform—Abrigo Construct—that centralized budgets, draw histories, inspections, and documents, enabled electronic draw submissions, and supported custom reports and dashboards. The change cut reporting time from days to about 10–15 minutes, improved real‑time visibility and collaboration with builders and inspectors, generated positive feedback from staff and customers, and helped Heritage Bank win new construction business—demonstrating measurable operational and competitive gains for the bank.

Heritage Bank

Debbie Libbing

Vice President and Real Estate Construction Administration Manager