Case Study: Mortgage Applications

Case Study: Mortgage Applications

The Problem A large title and settlement services firm used a manual process for refinancing applications. Their team couldn’t keep up with demand during the 2021-22 refinance boom. The Goal Automate the process of extracting data and placing it into the company’s...
13 Automation Pitfalls to Avoid

13 Automation Pitfalls to Avoid

From a practical standpoint, it’s hard to see why today’s businesses wouldn’t invest in automation. Benefits include saving precious time and money, keeping knowledge in-house, improving quality, and maximizing efficiency. In fact, Gartner predicts...