Case Study: National Mortgage Lender Company achieves $430K annual savings, reduced risk, and standardized borrower communications with Precisely's EngageOne RapidCX

How a national mortgage lender reduces costs and risk with standardization and control

National Mortgage Lender Company faced a fragmented, high-risk communications environment with no centralized control or visibility into borrower letters—local printing, hand collation, and manual data entry created operational and compliance issues, and teams were using 470 templates and 730 data elements with inconsistent branding. To address this, they engaged Precisely and deployed EngageOne RapidCX, including an on-demand letters module for call centers.

Precisely implemented a single-source library for letter templates, automated data fills and business rules, digitized complex letters, and integrated disparate systems so more than 300 users can self-manage communications. The solution standardized branding and regulatory content, provided end-to-end tracking to support audits, reduced manual printing and handling, and delivered approximately $430K in annual call center labor savings.