Case Study: First National Bank of America (FNBA) achieves end-to-end loan tracking and improved compliance with Hyland's OnBase loan document tracking solution

Financial institution uses document tracking to support loan workflows from origination to servicing

First National Bank of America (FNBA), a $1.5 billion community bank, had largely modernized its document storage with Hyland’s OnBase but still relied on an unsupported legacy system (DART) to track only final loan documents. FNBA needed a cost‑effective way to organize documents into proper types, track loans as complete packages from booking through servicing, and ensure ongoing compliance and audit readiness.

At Hyland’s CommunityLIVE FNBA adopted Hyland’s loan document tracking solution integrated with OnBase (and RELM), which treats each loan as an object and tracks required, missing and expiring documents throughout the loan lifecycle. Implemented in about six months, the solution delivered pipeline visibility, proactive notifications for compliance, faster audit reviews, and an improved customer experience by consolidating collateral, correspondence and borrower data across servicing and production departments.

First National Bank of America (FNBA)

Jon Hinsman

Records Department Manager