Case Study: Regency Mortgage achieves 3x loan production and major cost savings with Capsilon DocVelocity

Leading New Hampshire Lender Doubles Workforce, Triples Loan Production with DocVelocity

Regency Mortgage, a New Hampshire residential lender, was struggling with a paper-heavy loan process that made document handling, compliance, and remote collaboration inefficient. The company wanted a greener operation and a better way to support growth, but lost files, manual sorting, and scattered storage were slowing teams down. Capsilon’s DocVelocity was brought in as the cloud-based document imaging and management solution.

Capsilon implemented DocVelocity to digitize loan files, streamline collaboration through shared threads, and improve document tracking and storage. The results were significant: Regency tripled loan production while only doubling staff, improving per-capita throughput by 50%, and cutting about $9,500 per month in paper and shipping costs. Capsilon also helped Regency ease compliance, improve customer service, and expand market share while reducing its environmental footprint.

Regency Mortgage

Darlene Sweet

Assistant Vice President and Compliance Officer