Case Study: Bank of America achieves a unified mortgage document view with Intellective Unity Suite

A comprehensive view of mortgage data and documents

Bank of America, one of the world’s largest financial institutions, needed a consolidated view of mortgage data and documents across multiple legacy systems and content repositories. To improve mortgage review and approval efficiency, enhance customer service, and support end-client access securely, the bank partnered with Intellective and its Unity Suite, including the zero-footprint zViewer.

Intellective implemented a single, intuitive interface with unified search, data normalization, custom connectors, role-based security, and browser-based document viewing/redaction. The solution became Bank of America’s Document Management Portal for Mortgage Origination and Management, giving employees and customers a 365-degree view of accounts, data, documents, and requests. Today, more than 35,000 employees use the portal daily, alongside mortgage customers, helping streamline processes and reduce processing time.

Bank of America