Our client is one of the few leading full-service lenders specializing in providing Auto & Housing Loans to customers and corporations all across the country.
The client was stuck in a paper-based legacy loop. They collected customer source information in paper documents for KYC and credit scoring at an organization's office, retail showrooms, and at the customer's location. The client was facing issues handling the data in its current form and wanted us to digitize their documentation process to handle and analyze large amounts of data for -
- Efficient processing of loans with faster turn around times.
- Minimizing errors in the 300-item checklist used for quality control (QC) for their mortgage operations team.
- Enabling their team to focus on more meaningful work by focusing on fewer tasks throughout the mortgage process.