A Solution That Simplified Document Processing for a Leading Mortgage Provider in the United States
Challenges:
- Complex and tedious billing processes with duplicate entries.
- Struggle in tracking and sharing loan documents.
- Difficulties in logging into multiple systems for document uploads.
- Manual generation of bank checks, adding time and effort.
- High costs associated with database scaling.
Outcomes:
- Upgraded Billing Module: Reduced invoice generation time from weeks to days.
- Vault Management Module: Enhanced tracking and quick internal sharing of loan documents.
- Integrated System: Document uploads with a single login for all platforms.
- Automation of Bank Checks: Saved $2000/ month through automation and database scaling.
- Transparent and Efficient Solution: Collaboration and daily updates to ensure smooth project management.