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

Mountain West Financial, Inc. - Customer Case Study

Mountain West Financial, a full‑service mortgage banker handling more than 4 million pages a year and over 225 document types, struggled with rising paperwork and slow, error‑prone manual indexing. Seeking capture technology, Mountain West turned to Ephesoft and implemented Ephesoft Smart Capture alongside Kodak Capture Pro to automate document identification and processing.

Ephesoft’s Smart Capture plus Kodak scanning automatically classified and separated 95% of documents, cut loan classification time from about 45 minutes to under 5 minutes, dramatically reduced manual labor costs, and delivered ROI in under five months. Ephesoft also trained staff to create new document types quickly, enabling faster, more accurate workflows and plans to expand the solution across other departments.

Mountain West Financial

Susan Hartsock

Business Analyst