How it fits your workflow.
nCino provides banking and lending workflow software. For institutions coordinating applications, credit review, and customer relationships, a useful connection preserves the stage and owner of each task. Downstream service activity should distinguish the origination workflow from the core or servicing record that holds the booked loan.
WORKFLOW FOCUS
Lending workflow ownership and booked-loan handoffs.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Should origination status determine the current loan balance?
No. Origination progress describes the application process. Confirm the designated core or servicing source for financial balances after the loan is booked.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.