CASE STUDY: MORTGAGE & TITLE
A Title & Escrow company was seeking ways to automate several of their business processes surrounding their SoftPro loan origination / order processing system. They wanted to maximize their employee productivity and ensure that their tasks were monitored and managed effectively.
The client identified three areas in their business processes that they felt needed improvement:
- Third party integration with their SoftPro loan origination system
- Internal and external notifications to ensure the processes remained on schedule
- Document processing and distribution
To address these areas, the following solutions were proposed:
- An Integration Hub of cloud-based APIs automate the process of creating new orders in the client’s loan origination system from lender’s origination systems. This process automated four or five manual tasks.
- Automated Emails are triggered at various points in the process sent to both internal employees and external service providers to ensure all tasks are completed and on schedule.
- Documents are scanned and forwarded to an automated processing application which replaces the manual process of attaching and distributing the documents both internally and externally.