Case Study: Stisi Group streamlines loan processing with Clustdoc

How Stisi Group improves the client experience and team performance

Stisi Group, a UK-based mortgage brokerage, was struggling with a manual, paper-based loan processing system that was slow and difficult to track. Their tools could not scale with company growth, creating inefficiencies. To overcome this, they implemented Clustdoc's client onboarding and loan application management solution to digitize and streamline their operations.

Using Clustdoc, Stisi Group completely digitized its loan processing, gaining full visibility over every client submission. The solution provided a branded portal for clients to upload documents and track applications, leading to a 50% reduction in time spent on document management. Clustdoc centralized all client data, enabled faster application closing, and significantly improved the client experience, resulting in high levels of customer satisfaction for Stisi Group.

Stisi Group

Claire Halbert

Broker