CARMEL, Ind. — Baker Hill, a leader in loan origination and risk management solutions, announced the launch of an advanced integration with Salesforce that enables financial institutions to manage the entire lending lifecycle more efficiently by keeping client-facing staff working entirely within Salesforce while seamlessly connecting to Baker Hill’s NextGen®. This real-time connection empowers credit and risk professionals with insights from NextGen® eliminating the inefficiencies of switching between disconnected systems.
This approach addresses the “swivel chair” experience that many financial institutions deal with across their technology solutions. With Baker Hill’s new integration to Salesforce, banks and credit unions can keep staff in the right applications, maximizing ROI on their current investment while streamlining the loan pipeline process.
The integration, powered by Payloads from Payload Labs — a fully-configurable, zero-code integration platform built natively on Salesforce, this solution delivers seamless connectivity between Salesforce and Baker Hill. As a Salesforce ISV partner, Payloads significantly reduces implementation timelines and lowers integration costs, allowing banks and credit unions to work within their preferred platforms, maximizing ROI on existing technology investments and streamline the loan pipeline process.
“With Payloads, we’re giving business teams the ability to design and deploy complex integrations on their own — without waiting on developers or investing in costly middleware,” said John Mitchell, co-founder of Payload Labs. “That means faster results, lower costs, and greater flexibility for organizations of any size.”
With this solution, loan officers can create accounts and opportunities directly in Salesforce that automatically sync with Baker Hill, complete with unique IDs for tracking. The integration also delivers real-time status updates back into Salesforce, keeping teams informed on loan progression, documentation, and underwriting tasks — without leaving their CRM.
“Baker Hill is committed to helping our clients simplify lending and strengthen collaboration across their organizations,” said Andy Ivankovich, CEO of Baker Hill. “By building deep integrations with platforms like Salesforce, we’re enabling financial institutions to accelerate decision-making, reduce manual work and deliver smarter lending experiences to customers.”
The Salesforce integration will be made available as a standard offering within the Baker Hill platform, delivered through a managed package installation in each client’s Salesforce environment. This capability further aligns with Baker Hill’s design-first philosophy and is backed by an expanded design team and upcoming redesigned user interface that will be available to clients later this year.
Founded in 1984 and headquartered in Carmel, Indiana, Baker Hill is a leading provider of cloud-based loan origination, risk management and analytics solutions for financial institutions. With its award-winning Baker Hill NextGen® platform, the company empowers banks and credit unions to drive growth, reduce risk and improve productivity. Backed by Flexpoint Ford, Baker Hill continues to innovate and deliver technology that transforms the lending experience.
For more information, visit www.bakerhill.com or contact us at [email protected].
Founded in 2020, Payload Labs is a Salesforce ISV partner dedicated to making integration implementation faster and easier. Its flagship product, Payloads, is built entirely on the Salesforce platform and enables teams to build integrations through simple configuration – without writing code or relying on middleware. By reducing complexity and accelerating deployment, Payload Labs helps organizations lower costs and get more value from their Salesforce investment.
