Case Study: Mountain West Financial achieves 95% automated document classification and cuts loan processing time from 45 to under 5 minutes with Ephesoft Smart Capture

Financial Services Firm Speeds Up Loan Processing, Time and Accuracy

Mountain West Financial, a full-service mortgage banker, was drowning in paperwork — more than 4 million pages per year and over 225 document types, with individual loan packages averaging 700–1,000 pages. Information Technology Coordinator Susan Hartsock sought a document capture solution and selected Ephesoft’s Smart Capture alongside Kodak Capture Pro to reduce manual identification and indexing overhead.

Ephesoft implemented a hybrid solution using Smart Capture’s OCR and scoring algorithms plus Kodak Capture Pro’s barcode reading to automatically classify and separate documents. The deployment achieved 95% automatic classification, cut per-loan processing from 45 minutes to under 5 minutes, dramatically reduced manual labor costs, and delivered ROI in under five months, with plans to expand Ephesoft’s solution across other departments toward a paperless workflow.

Mountain West Financial

Susan Hartsock

Business Analyst