--- title: "Baker Hill NextGen Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Baker Hill NextGen Software - reviews, pricing plans, popular comparisons to other Loan Origination products and more." source_url: "https://www.capterra.com/p/229109/Baker-Hill-NextGen/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Baker Hill NextGen Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Baker Hill NextGen ## What is Baker Hill NextGen? Baker Hill is in the business of evolving loan origination by combining expertise in technology with expertise in banking. Built on decades of walking alongside banks and credit unions as they provide vital resources to their communities, Baker Hill NextGen® is a configurable, single platform SaaS solution for commercial, small business, consumer loan origination, and risk management that grows along with you as your business needs change. Baker Hill is lending evolved. ## What is Baker Hill NextGen used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[Commercial Loan](https://www.capterra.com/commercial-loan-software/)[Financial Risk Management](https://www.capterra.com/financial-risk-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Baker Hill NextGen?[Manage this product listing](https://www.g2.com/products/baker-hill-nextgen/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Baker Hill NextGen 0.0 VS. [4.8 (289)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (288) Value For Money 0.0 (0) Value For Money 4.7 (189) Customer Service 0.0 (0) Customer Service 4.8 (281) ## Baker Hill NextGen alternatives [4.8 (6)](https://www.capterra.com/p/10018704/TaskSuite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.7 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars Highest Rated [4.9 (40)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting price $75000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (76)](https://www.capterra.com/p/158549/LoanPro-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about Baker Hill NextGen Overview ### What company size and specific industries is Baker Hill NextGen built for? Baker Hill NextGen is designed for banks and credit unions of various sizes that need loan origination support. It is built for financial institutions serving local and regional communities, with a focus on organizations that manage lending operations and want to improve the loan origination process. Features and Usability ### What are the key features of Baker Hill NextGen? Baker Hill NextGen offers loan origination and loan processing, along with risk management and automated decisioning/underwriting. It also includes workflow management, approval process control, and rules-based workflow, plus client portal, online applications, reporting and statistics, audit trail, alerts/notifications, and third-party integrations. Getting Started and Support ### What training and onboarding options does Baker Hill NextGen offer? Baker Hill NextGen provides in-person training, live online sessions, and documentation to help teams get started. In-person training supports direct instruction, live online sessions allow remote guided setup, and documentation offers written reference material for self-paced review and feature lookup. Getting Started and Support ### What customer support options does Baker Hill NextGen offer? Baker Hill NextGen provides Email/Help Desk and Phone Support. No reviewer feedback about support quality is available in the catalog data, so user experience details such as response times, helpfulness, or common frustrations cannot be stated. ## Features AI summary Based on 460 Loan Origination reviews Capterra data shows that buyers of loan origination software rank the following features as their top priorities: - **Borrower Management** (**68%** of reviewers rated this feature as critical) - **Workflow Management** (**55%**) - **Loan Processing** (**61%**) Baker Hill NextGen supports **Workflow Management** and **Loan Processing**, giving lending teams a way to manage approval steps and move applications through processing more efficiently. However, it does not include **Borrower Management**. Instead, it offers other highly rated capabilities, including **Loan Management** (**64%**) and **Pipeline Management** (**55%**), which help businesses track active loans and monitor deal flow, providing teams with better visibility into lending activity and day-to-day operations. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Approval Process Control Manage the process of evaluating documents or requests submitted for approval Audit Trail A record of all activities within the system, including user access, changes made, etc. Automated Decisioning/Underwriting Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower Client Management Manage contact details and communication with clients Baker Hill NextGen 34 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Decisioning/Underwriting: Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Customer Management: Store and organize information about customers and previous interactions - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Portfolio Management: Assess and control risks associated with the credit process of each loan portfolio/account - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Online Applications: Ability to fill out and submit application forms on the web - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.