Case Study: American Pacific Mortgage achieves streamlined, standardized loan origination and improved efficiency with Akumina Workspaces

A Akumina Case Study

Preview of the American Pacific Mortgage Case Study

American Pacific Mortgage - Customer Case Study

American Pacific Mortgage (APM) is a national lender with over 800 loan advisors across 170 branches that originates more than 2,000 mortgages a month. APM struggled with a custom OneNote-to-Encompass workflow that slowed loan origination and involved more than a dozen people per file, so it turned to Akumina and its Workspaces solution to modernize and standardize the process.

Akumina implemented Workspaces to create templated, standardized loan origination workflows that leverage Office 365 and Azure, removing legacy technologies and bridging the gap between application form and loan approval. The Akumina solution streamlined operations, drove accountability across branches, and ensured consistent handling of APM’s commercial and residential loans, improving efficiency for the more than 2,000 monthly mortgages.


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