List of Baker Hill Nextgen Customers
Baker Hill Corporation
1320 City Center Drive, Suite 300,
Carmel, 46032, IN,
United States
Carmel, 46032, IN,
United States
1 800-821-4455
Banking and Financial Services
200
$30M
Since 2010, our global team of researchers has been studying Baker Hill Nextgen customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Baker Hill Nextgen for Loan Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Baker Hill Nextgen for Loan Management include: BMO US, a United States based Banking and Financial Services organisation with 12000 employees and revenues of $7.40 billion, Arvest Bank, a United States based Banking and Financial Services organisation with 6500 employees and revenues of $2.40 billion, TowneBank, a United States based Banking and Financial Services organisation with 3000 employees and revenues of $692.0 million, Republic Bank & Trust Company, a United States based Banking and Financial Services organisation with 973 employees and revenues of $378.0 million, Mechanics Bank, a United States based Banking and Financial Services organisation with 1921 employees and revenues of $373.0 million and many others.
Contact us if you need a completed and verified list of companies using Baker Hill Nextgen, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Baker Hill Nextgen customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Arvest Bank | Banking and Financial Services | 6500 | $2.4B | United States | Baker Hill | Baker Hill Nextgen | Loan Management | 2021 | n/a |
In 2021, Arvest Bank upgraded to Baker Hill NextGen as its Loan Management platform. The deployment centralized loan origination and portfolio risk monitoring across Arvest's network of more than 230 branches operating in Arkansas, Kansas, Oklahoma, and Missouri, and across its 14 locally managed banks serving more than 130 communities.
The implementation focused on the Baker Hill NextGen platform, consolidating loan origination workflows and portfolio risk management into a single unified solution. Functional capabilities implemented included unified loan origination, small business lending workflows, portfolio monitoring, analytics, and marketing-oriented analytics to support lending decisioning and risk oversight.
Baker Hill provided an advisory services team to lead configuration, training, and process alignment, enabling Arvest to standardize lending processes and increase emphasis on small business lending and ongoing portfolio surveillance. The rollout leaned on advisory-led training and system configuration to align front-line lending, credit review, and portfolio monitoring functions to the singular platform.
Arvest Bank positioned Baker Hill NextGen to leverage efficiencies and drive incremental proficiencies in its lending operations, while gaining consolidated analytics and portfolio monitoring capabilities through the Baker Hill NextGen platform. The upgrade expanded the bank's Loan Management environment to support streamlined loan origination, centralized portfolio surveillance, and consolidated reporting with vendor-led guidance and training.
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Beacon Bank | Banking and Financial Services | 2000 | $90M | United States | Baker Hill | Baker Hill Nextgen | Loan Management | 2024 | n/a |
In 2024 Beacon Bank implemented Baker Hill NextGen as its Loan Management application, establishing a centralized platform for loan origination and portfolio monitoring. The deployment focused on consolidating small business lending workflows and credit decisioning into a single system of record.
Beacon Bank configured Baker Hill NextGen with core modules aligned to the Loan Management category, including online loan applications, the Banker Application for guided in-branch application flows, a Client Portal for borrower document submission, and Portfolio Monitoring for ongoing account surveillance. The implementation leveraged Baker Hill NextGen capabilities such as statement spreading, exception tracking, multiple decision strategies based on credit policy, and dynamic credit memo generation to standardize underwriting and approval artifacts.
Operational coverage for the deployment included small business lending, credit underwriting, and portfolio risk teams, with the solution instrumented to continuously analyze borrower behavior using partner score data and automated alerts for accounts requiring attention. Integrations emphasized automated document handling and workflow orchestration to replace manual routing, with the Banker Application configured to enforce product-specific data requirements and ensure complete loan submissions.
Governance and process changes centered on standardized application flows, automated tagging of conditional approval and adverse action documents, and exception tracking to reduce manual errors and streamline auditability. Baker Hill NextGen serves as Beacon Bank’s centralized Loan Management platform and is positioned to support consistent credit decisioning, structured portfolio monitoring, and operational automation across lending teams.
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BMO US | Banking and Financial Services | 12000 | $7.4B | United States | Baker Hill | Baker Hill Nextgen | Loan Management | 2013 | n/a |
In 2013, BMO Bank implemented Baker Hill Nextgen as its Loan Management application across Retail, Commercial, Business Banking, and Small Business lending lines of business. The 2013 deployment targeted end-to-end loan lifecycle coverage and positioned Baker Hill Nextgen as the central system for origination through booking within the bank's lending operations.
Baker Hill Nextgen was configured to support core Loan Management capabilities including loan origination, underwriting workflows, entity due diligence, document preparation, post-closing processing, collateral management, and loan booking. The implementation incorporated LaserPro document preparation workflows for complex documentation and established user acceptance testing across web-based and on-premise integration points.
Requirements and integration planning explicitly included interfaces with Misys LoanIQ, LaserPro, and a variety of loan origination systems, reflecting a multi-system loan technology landscape. The technical approach emphasized interfacing Baker Hill Nextgen with upstream origination channels and downstream loan accounting and booking endpoints to maintain a consistent record across origination, collateral, and post-closing modules.
Operational governance was structured around cross-functional stakeholder liaison from business and technical teams, with delegated prioritization of work across the documentation and loan operations groups. The program included formal UAT cycles, the creation of disaster recovery and business continuity plans, and development of ad-hoc reporting and metrics to monitor process efficiency and compliance.
Practically, the engagement produced focused process improvements and removal of identified bottlenecks to increase effectiveness and efficiency in loan documentation and post-closing operations. Subject matter expertise was applied to complex deals and regulatory compliance for LaserPro-prepared documentation, ensuring the Baker Hill Nextgen Loan Management deployment aligned with federal and bank requirements.
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Mechanics Bank | Banking and Financial Services | 1921 | $373M | United States | Baker Hill | Baker Hill Nextgen | Loan Management | 2024 | n/a |
In 2025 Mechanics Bank implemented Baker Hill Nextgen as its Loan Management platform to centralize lending workflows across its California footprint. The deployment was scoped to support the bank’s 1,900 employees and 115 branch offices after a period of strategic growth through acquisitions, and it was positioned to unify lending across newly integrated business lines.
Baker Hill Nextgen was configured to support core loan origination and portfolio monitoring capabilities, with specific emphasis on credit approval workflow orchestration, covenant tracking, tickler reporting, referral management, and automation to reduce manual data entry for lenders. The implementation emphasized a single platform approach to manage origination, decisioning, and ongoing portfolio surveillance, aligning application workflows to front line lending and credit operations.
Operational coverage extended to retail and commercial lending teams, credit underwriting, portfolio risk monitoring, and branch relationship managers, leveraging existing Baker Hill technology that was already in use at an acquired institution. The solution centralized loan files and standardized processes across lines of business, enabling consistent credit approval practices and consolidated portfolio visibility for risk and relationship teams.
Governance and process restructuring were executed in partnership with Baker Hill’s advisory team, with senior banking leadership engaged to redesign approval gates and reduce manual handoffs. The rollout included workflow redesign to streamline credit approvals, automated ticklers for covenant management, and role based access controls to align responsibilities across lenders, credit officers, and portfolio managers.
Outcomes reported by the bank included a material acceleration in decision timelines and higher loan production, with the lending lifecycle contracting from as long as 20 business days to three to four business days. Mechanics Bank also reported increased loan output, closing 157 million in production in 2022 with nine lenders compared to roughly 50 million produced previously by a larger lender headcount, reflecting greater operational efficiency and lender time reallocated from administrative tasks to client engagement.
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Metropolitan Commercial Bank | Banking and Financial Services | 290 | $255M | United States | Baker Hill | Baker Hill Nextgen | Loan Management | 2019 | n/a |
In 2019 Metropolitan Commercial Bank implemented Baker Hill Nextgen as its Loan Management platform to support commercial real estate lending and portfolio management. The deployment focused on standardizing origination intake and credit decisioning workflows for the bank's commercial lending operations.
Baker Hill Nextgen was configured to handle loan origination intake, credit documentation capture, document management and structured credit memo workflows, while supporting underwriting data fields and portfolio monitoring capabilities. Configuration work emphasized workflow-driven approvals and standardized data capture to provide consistent file readiness for closings and credit review.
Operationally the bank used Baker Hill Nextgen alongside Cleartouch for financial spreading and Excel for analyst data staging, with Baker Hill Nextgen serving as the authoritative loan record for deals. Usage covered the Commercial Real Estate team, Portfolio Management, Lenders and Credit Analysts, and supported board-level review and closing coordination.
Governance practices implemented with Baker Hill Nextgen included formal credit memo review and quality assurance checkpoints prior to approval, document collection workflows to support closings, and lender-analyst review loops documented during board meetings. These controls aligned the Baker Hill Nextgen Loan Management instance with Metropolitan Commercial Bank's CRE underwriting, closing and portfolio oversight processes.
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Banking and Financial Services | 973 | $378M | United States | Baker Hill | Baker Hill Nextgen | Loan Management | 2020 | n/a |
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Banking and Financial Services | 3000 | $692M | United States | Baker Hill | Baker Hill Nextgen | Loan Management | 2022 | n/a |
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Buyer Intent: Companies Evaluating Baker Hill Nextgen
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Baker Hill Nextgen. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Baker Hill Nextgen for Loan Management include:
- First Western Financial, Inc., a United States based Banking and Financial Services organization with 313 Employees
- Search Finance, a United States based Professional Services company with 10 Employees
- Pinnacle Financial Partners, a United States based Banking and Financial Services organization with 3309 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Baker Hill Nextgen Coverage
Baker Hill Nextgen is a Loan Management solution from Baker Hill.
Companies worldwide use Baker Hill Nextgen, from small firms to large enterprises across 21+ industries.
Organizations such as BMO US, Arvest Bank, TowneBank, Republic Bank & Trust Company and Mechanics Bank are recorded users of
Baker Hill Nextgen for Loan Management.
Companies using Baker Hill Nextgen are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Baker Hill Nextgen are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Baker Hill Nextgen across Americas, EMEA, and APAC.
Companies using Baker Hill Nextgen range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 28.57%, large organizations with 1,001-10,000 employees - 57.14%, and global enterprises with 10,000+ employees - 14.29%.
Customers of Baker Hill Nextgen include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Baker Hill Nextgen customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Loan Management.