Automated Dreams
5 Case Studies
A Automated Dreams Case Study
Fairway Independent Mortgage Corporation's Reverse Division faced significant inefficiencies due to its outdated, manual, and PDF-based process for handling reverse mortgages. This error-prone method required loan officers to spend hours on data entry and created challenges with integration and data tracking. To address this, the company partnered with Automated Dreams for a digital transformation.
Automated Dreams implemented a custom "Interview Sheet Portal" using HubSpot's CRM platform and advanced serverless functions to create a secure, user-friendly solution. This portal streamlined data input and integrated seamlessly with Fairway's Loan Origination System. The results were substantial, with Automated Dreams' solution reducing the time spent per sheet by 55%, from 2.25 hours to roughly 1 hour, and decreasing the error rate by 10%.