Case Study: Assetmonk achieves 70% reduction in application processing time with Quixy

Quixy helps Assetmonk cut-down overall application processing time by 70%

Assetmonk, an online real estate investment platform, faced growing pains from paper- and phone-based investor management and application tracking that created data security risks, operational inefficiencies, poor onboarding visibility, and higher costs and slower conversions. To address this, Assetmonk implemented Quixy to automate its customer-related processes and strengthen security and efficiency.

Using Quixy, Assetmonk automated end-to-end customer onboarding—application and document upload, review, approval, and payment processing—with customers able to submit materials from phone, tablet, or computer and backend teams automatically notified; applicants also gained one-touch status updates. Quixy’s solution cut overall application processing time by 70% and reduced on-field executive resource costs by 80%, while improving customer experience and operational visibility.

Assetmonk