The Bank of San Antonio


Established in 2007, The Bank of San Antonio was founded by a group of local investors who sought to bring a new business model to banking in South Texas. The community bank specializes in commercial banking and is focused on helping customers build their businesses.

 

CHALLENGE

To further grow its construction portfolio, The Bank of San Antonio sought a solution to automate its manual, time consuming loan management process and effectively monitor its growing portfolio.

 

SOLUTION

After researching various construction finance solutions, the bank chose Built based on strict criteria and the solution's ability to streamline the workflow process for all parties involved.

 

"We now have an automated budget and centralized system for all parties involved," said Andrew Reid, Chief Credit Risk Officer. "It's an amazing system."

 

RESULTS
  • Streamlined workflow & processes, increasing administrative bandwidth
  • Reduced risk & error rate due to process automation & standardization
  • Reduced draw turnaround time from 7-10 days to less than 2 days
  • Portfolio insights & management level reporting
  • Increased portfolio growth

"Our loan administrators love the fact that Built has streamlined their work process, and our builders enjoy having the ability to view their overall exposure within the bank."

Andrew Reid
Chief Credit Risk Officer

bank of san antonio
INDUSTRY
  • New Construction Mortgage
  • Commercial Real Estate

CHALLENGE
  • Manual, time consuming loan administration process 
  • Lacked a means to effectively monitor growing portfolio 


SOLUTION
  • Process automation & standardization
  • Portfolio insights & management level reporting
  • Centralized system, connecting all key parties

RESULTS

  • Increased administrative bandwidth
  • Reduced risk & error rate
  • Reduced draw turnaround time
  • Increased portfolio growth
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