Case Study: A-Team Lending achieves paperless employee onboarding with Process Street

A-Team Lending makes employee onboarding paperless and saves $30,000 with Process Street

The customer, A-Team Lending, is a mortgage broker facing challenges with its manual, paper-based employee onboarding process. This was a significant hurdle due to high industry turnover and the need for compliance. To address this, they hired a consultant who implemented Process Street as an intelligent orchestration platform to automate form collection and signatures.

The solution involved using Process Street to create digital checklists that collect employee data once and then automatically populate multiple required forms via integrations with WebMerge and Zapier. This eliminated repetitive data entry and printing. The results were substantial, saving an estimated $30,000 in staffing costs and drastically reducing onboarding time. Process Street enabled a completely paperless, friction-free, and faster process that improved compliance and tracking.

A-Team Lending