Case Study: American Financial Network achieves major productivity gains and cost savings with ProcessMaker Process Intelligence

American Financial Network - Customer Case Study

American Financial Network (AFN) is a California‑based direct mortgage lender with a nationwide branch network focused on operational efficiency and customer service. AFN faced limited visibility into key workflows and resource utilization, unclear employee productivity across teams, manual data transfers that introduced variation into invoice handling, and unknown bottlenecks and time spent on routine tasks (like email) that might be automated.

AFN ran a four‑week pilot of ProcessMaker’s Process Intelligence, analyzing 23 computers and usage across 132 applications to pinpoint improvements. The solution uncovered workforce‑balancing and automation opportunities (BPA, iPaaS, RPA, GenAI), identified 120 underused licenses (~$70K annual savings), 10,000 manual transactions ripe for automation (~3,333 hours or ~2 FTE), and a ~50% potential productivity gain (~$630K). It also enabled invoice‑process standardization (cutting throughput by 16.8 hours and 4,461 annual touches), flagged a key invoice step with 48% automation potential, and highlighted 500 monthly hours of email time that GenAI could reduce.

American Financial Network

Gurpreet Kaur

Chief Financial Officer