See how LifeCycle works for:

Executive Teams

Executive Teams

LifeCycle provides an unprecedented level of transparency into the FI’s operating system. Because the entire bank is running on one system, efficiency will increase and the overall work product will improve. All of aspects of the FI’s universe are measurable [...]

Credit Analyst

Credit Analyst

Through LifeCycle’s unique “Document Manager”, a credit analyst can access all relevant financial information required to evaluate an opportunity. Financial spreads, both at initial underwriting and for portfolio managers, are completed within LifeCycle, ensuring consistency throughout both processes.

Lender

Lender

Because of our partnership with the world’s leading CRM provider, lenders are able to efficiently and accurately manage all aspects of the origination process within one system. A single operating system provides transparency into the lending process, which in turn [...]

Retail Banker

Retail Banker

LifeCycle’s Retail Banking product allows the FI to view each customer relationship in its totality, including both loan and deposit products. Detailed information regarding customer profitability, branch profitability, and various branch-level campaigns is readily available.

Processor / Closer

Processor / Closer

Because all documents are retained in “document manager” and through a task driven workflow process, issues related to time sensitivity and exceptions (document and policy) can be tracked throughout the lending process. The removal of paper files increases efficiency and [...]

Loan Operations / Portfolio Managers

Loan Operations / Portfolio Managers

With LifeCycle, the customer relationship never leaves the platform. Loan Operations specialists are able to view, monitor, and clear exceptions within a single system. Portfolio Managers have a real-time view into the loan portfolio, which allows them to present data [...]

  • "We have been using the nCino lifeCycle suite and really love it. We couldn't do business with out it."

  • Live Oak Bank

    Executive Team