About the Connector

For Mambu customers looking for a more comprehensive Client Relationship Management (CRM) platform for their lending business, the publicly traded nCino and their Salesforce-based Bank Operating System is a clear choice.

The scope of the nCino-Mambu connector currently covers Loan Lifecycle Management, where the loan origination and client onboarding is managed in nCino and the core banking aspects - such as loan products, accounts and repayment scheduling - is managed in Mambu. Some broad use cases covered in the connector include the following.

Updates from nCino to Mambu:

  • Reserving a loan offer in nCino -> creates a new loan account for a client or group in Mambu
  • Booking a loan offer in nCino -> approves loan account for a client or group in Mambu
  • Update new tranche in Mambu -> new tranche is created in Mambu

Updates from Mambu to nCino:

  • Disbursing a loan in Mambu -> updates loan details in nCino
  • Making a loan repayment in Mambu -> updates loan details in nCino
  • A loan going into Arrears based on product and account settings in Mambu -> updates loan details in nCino
  • Closing a loan in Mambu -> updates loan details in nCino
  • Daily updates -> updates loan details in nCino
  • Granting payment holidays in Mambu -> updates loan details in nCino
  • Refinancing and rescheduling loans in Mambu -> updates loan details in nCino

nCino in the Mambu composable architecture:

Where nCino fits into the Mambu composable architecture