Leave your preconceived notions of checklists at the doo, and learn how Baker Hill's Checklist functionality can make your financial institution's tracking process more efficient.

1. Sabrina Robbins, Baker Hill
Fran Brashares, Marquette Bank
Tracking Efficiencies with
Baker Hill’s Electronic Checklists

2. Session overview
• What are Baker Hill checklists?
• What checklists are not
• Marquette checklist utilization
• Best practices
• Benefits of Baker Hill NextGen® checklists

3. What are Baker Hill checklists?
• Checklist functionality is a powerful tool that
allows for:
– Simplified data entry
– Ensured compliance
– Training of new employees
• What’s in a list?
• Checklists can be invoked any time in the
process

4. What Baker Hill checklists are not
• A piece of paper or Word doc
• A living document
• Inclusive of all items you could require
in any deal

5. Fran Brashares, Vice President, Commercial
Loan Operations Manager at Marquette Bank

6. About Marquette Bank
• Community Bank Serving the South
and West Suburbs of Chicago
• 1.5 Billion in Assets
• Large Concentration in Real Estate

7. Marquette checklist utilization
• Pre-closing
• Appraisal process
• Post-closing
– Collateral
– Loan
– Financial

8. Pre-closing all loans

9. Pre-closing real estate loans

10. Pre-closing vehicle checklist

11. Appraisal process

12. Appraisals ECOA

13. Financial checklist

14. Multi-family checklist

15. Baker Hill NextGen checklist functionality
• Checklists are broken into
four areas
– Client
– Collateral
– Product
– Opportunity
• Multiple checklists with
duplicates suppressed
• End result is tracking items
to work ongoing

16. Best practice
• Lists should be constructed so that multiple items not required do
not need to be addressed
• Easy to identify
• What should not be in a checklist?
– Financials and guarantor items
• Audit trails should be generated, at least in the beginning
• If multiple items are required the duplicate feature should be
used

17. Sample checklists – entity specific

18. Sample checklists – collateral specific

19. Sample checklist – product specific

20. Sample checklists – opportunity

21. New NextGen tracking functionality
• Tasks
• Decision Rules

23. Thank you!
Visit the Solutions
Showcase to learn
more about Baker Hill
NextGen checklists.