Case Study: Reliance Bank achieves 2,500+ hours/year saved and increased mortgage processing capacity with ElectroNeek

A ElectroNeek Case Study

Preview of the Reliance Bank Case Study

Reliance Bank automated reporting and routine analysis with ElectroNeek

Reliance Bank, a regional community bank, faced a time-intensive challenge: loan officers spent up to two hours per day generating reports in the Encompass mortgage system and manually tracking competitors’ pricing. To address this, Reliance Bank engaged ElectroNeek to automate repetitive reporting and competitor analysis workflows using a custom ElectroNeek bot.

ElectroNeek’s robot logs into Encompass, generates and cleans reports, uploads data to Excel, then visits competitor sites to scrape pricing into pivot tables, automating tasks across Windows 10, web pages, scraping tools and CRM systems. The solution saved the department more than 2,500 hours per year, increased mortgage-processing capacity, eliminated open positions tied to manual reporting, improved reporting accuracy, and prompted Reliance Bank to expand ElectroNeek automation to other departments for broader efficiency gains.


Open case study document...

ElectroNeek

25 Case Studies