Case Study: A.F.P Courtage increases loan application completion rates with Clustdoc

How A.F.P Courtage improves customer experience with Clustdoc

A.F.P Courtage, a mortgage brokerage in France, faced a time-consuming and insecure client onboarding process. Their manual methods, reliant on email and paper, led to inefficiencies and a lack of visibility. To address this, they implemented the Clustdoc client onboarding and verification software to centralize submissions and automate document collection.

Using Clustdoc, the team automated follow-ups and gained a complete, real-time view of each application. This solution provided a secure, custom portal for clients, which significantly improved the customer experience. The results for A.F.P Courtage included a doubling of productivity and a notable increase in loan application completion rates, all while ensuring zero errors during document verification.

A.F.P Courtage

Paul Minet

Head of sales