Partners in Success, Every Step of the Way
Implementation (Your Guide for the Journey)
Our implementation process begins long before your project officially kicks off. We offer early guidance to ensure we’re aligned with your goals and needs, even before you become a client.
In the pre-project phase, we collaborate with you and your team to set clear goals, coordinate tasks, and create a communication plan. This alignment phase ensures that both sides are fully prepared for a smooth Baker Hill NextGen® implementation. Our implementation team is your guide to help you define objectives, assign roles, and identify any preparatory steps needed for success.
Building on this, we create a custom implementation guide – a comprehensive roadmap detailing week-by-week agendas, testing milestones, training materials, and process recommendations. This guide ensures your team is fully informed and prepared for deployment, minimizing roadblocks and ensuring successful user adoption.
With Baker Hill, your implementation is a collaborative process. Our team walks alongside you to bring your vision to life.
Advisory Services (Your Compass for Ongoing Success)
Our Advisory Services team helps turn your institution’s vision into a reality. Financial industry experts work with you side-by-side to align Baker Hill’s solutions with your institution’s unique policies and processes.
By incorporating best practices and industry insights, we help you optimize your loan origination software investment to drive continuous improvement. We’ve partnered with hundreds of institutions and we know what good looks like!
Together, we’ll uncover opportunities to improve processes and evolve your strategies, positioning your institution for sustained performance and future growth.
Training (Your Instructor to Unlock Your Potential)
Our comprehensive, role-based training is designed to unlock the full potential of your Baker Hill solutions and get your team up to speed quickly. Our trainers understand the unique challenges you face as you onboard new technology and are dedicated to your successful adoption of Baker Hill NextGen®.
We offer a variety of engaging, hands-on learning experiences including webinars, on-site sessions, in person training at our state-of-the-art training center in Carmel, Indiana – as well as e-learning courses in our newly launched Baker Hill University.
You can count on us to meet you where you are to ensure a successful launch of Baker Hill’s innovative solutions.
Client Support (Your Lifeline When You Need It)
Our dedicated Client Support team’s sole mission is to assist our clients and help them find solutions in case any challenges arise.
We offer multi-tiered assistance to resolve any challenges you face. Whether through the Baker Hill User Community portal, proactive outreach, or personalized support, we are here to ensure your experience with Baker Hill is smooth and stress-free. With expert guidance and a commitment to your needs, we’re ready to help you every step of the way.
Account Management (Your Coach and Advocate)
At Baker Hill, every client is paired with a member of our experienced account management team.
Your Account Manager is your dedicated advocate, providing personalized guidance throughout your entire journey with us. From initial implementation to helping with user adoption and change management, our team is committed to ensuring you maximize the value of your loan origination solution investment.
We work closely with you through regular account reviews and product usage reviews, identifying opportunities for further optimization and growth. With proactive check-ins and deep industry expertise, your Account Manager helps ensure your institution stays on track to meet its goals, providing insights and support when you need it.
