Case Study: a mortgage lender achieves 100% elimination of manual APA/APC loan tracking with Decisions

a mortgage lender eliminates 100% of manual APA/APC loan tracking with Decisions

a mortgage lender faced significant challenges in its post-closing operations, where staff had to manually monitor APA/APC loans daily. This inefficient process, managed by Decisions, was time-consuming, prone to errors that risked missing investor deadlines, and resulted in high labor costs from repetitive work.

Using the Decisions platform, the lender automated the daily monitoring and task creation for these loans. The solution included a rules-based system to identify loans needing attention and automatically generate tasks for associates. This resulted in the 100% elimination of manual tracking, faster response times, a reduced risk of missed deadlines, lower operational costs, and improved compliance.