Case Study: First Bank achieves faster mortgage processing and a 90% paperless workflow with Bluebeam Software, Inc.

Mortgage Lender First Bank Processes Loans Faster with Bluebeam Revu

First Bank, a North Texas mortgage lender, faced a slow, paper-heavy escrow process that required printing and manually reviewing hundreds of pages per loan. With customers under stress to close quickly, the bank set a goal of becoming 90% paperless and needed a secure way to review, reorder and annotate digital mortgage packages—including scanned documents—more efficiently.

First Bank deployed Bluebeam Revu eXtreme and outfitted staff with multi-monitor setups and mobile iPad access, using OCR+, Batch Link, MultiView, tabbed navigation and custom markup/stamp tools to digitize and streamline reviews. The result: significantly faster loan processing from disclosures to closing, higher underwriter productivity and quicker client closings while moving substantially toward their paperless goal.

First Bank

Scott Flinn

Assistant Vice President