Portant
4 Case Studies
A Portant Case Study
OwnHome, a company that helps renters become homeowners, was struggling with inefficient and error-prone manual document processes. Their Director of Strategy and Operations, Tom, faced the challenge of manually copying data for numerous loan application and underwriting documents, which was a massive drain on time and resources for his Ops Team. This manual workflow was prone to errors and prevented the engineering team from focusing on more strategic work.
By implementing the document automation tool from Portant, OwnHome created streamlined workflows that pulled data from a single source of truth. This solution reduced manual data entry by an impressive 75% and cut the time spent on major tasks by 50%. For Tom, his personal document production time dropped from 5-6 hours per week to under an hour. Portant’s automation not only saved significant time but also greatly improved data accuracy and freed up valuable engineering resources.
Tom
Director of Strategy and Operations