Case Study: U.S. Commercial Lending Service Provider achieves unified end-to-end loan processing and faster turnaround with Newgen Software

U.S. Based Commercial Bank Unifies Its Loan Processes Using Newgen's Solution

A U.S.-based commercial bank founded in 1979 with operations in South Florida, Houston and Manhattan faced fragmented loan operations that relied on manual, disjointed applications. Their legacy systems could not generate reports or documents on-the-fly, third-party workflows were not automated, and slow document generation and processing reduced productivity across portfolio managers, loan operations, document teams and external partners—leading to long customer wait times.

The bank implemented Newgen’s Commercial Loan Origination solution to unify end-to-end loan processing from origination through underwriting, disbursement and servicing. The platform introduced paperless workflows, built-in document management, embedded risk calculators and a rules engine, plus features for fees management, third-party appraisals and covenant tracking. As a result the bank eliminated duplicate data entry and errors, improved compliance and visibility, shortened turnaround times, sped up disbursals and boosted operational efficiency and profitability.