Abrigo Connect Enhancements for Southwestern National Bank

This case study details the implementation of Abrigo Connect at Southwestern National Bank, highlighting the bank's transition from traditional spreadsheet methods to a more efficient loan origination system (LOS). Ralph Kramer, the Chief Credit Officer, sought to improve customer experience and back-office operations as the bank grew from $350 million to nearly $1 billion in assets. The case study outlines how Abrigo Connect facilitates streamlined reporting, enabling the bank to generate essential reports quickly, which previously took hours to compile. The integration of Connect with the bank's LOS and anti-money laundering software enhances data management and reporting capabilities. The document also discusses the benefits of lender dashboards and goal tracking, which allow managers to oversee portfolios effectively. Overall, the case study illustrates how Abrigo Connect empowers the bank to adopt a proactive approach to portfolio management and operational efficiency.