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- Automation of Loan Onboarding for Improved Efficiency and Reduced Cycle Times
Case Study
Automation of Loan Onboarding for Improved Efficiency and Reduced Cycle Times
Domain: Real Estate
Product line :
Key Challenge:
- Long cycle times to onboard loans from clients due to limited visibility, repetitive manual activities, and the use of multiple systems.
- The existing process required 50+ manual steps, 12 surrounding systems, and 7 teams with over 100 users.
- Disconnected applications and email-based touchpoints created inefficiencies and reduced overall visibility into deal progress.
Our Solution:
The Result:
Reduced
loan onboarding cycle time by 75%, from 5-30+ days to under 7 days.
Enabled
real-time, self-service tracking of deals, pledges, and assets from start to finish.
Established
a unified platform for deal onboarding, eliminating the need for multiple systems.
