Case Study: McCue Mortgage saves time and reduces storage space with Square 9 GlobalSearch

McCue Mortgage reduces office space by 75% with Square 9 Softworks

McCue Mortgage, a Connecticut-based mortgage lender and servicer, faced significant challenges managing over 5,000 loan files, each containing hundreds of pages with long retention periods. Storing these paper documents off-site caused retrieval delays and operational inefficiencies, while the company was also concerned about its environmental footprint from paper waste and transportation. They turned to Square 9 Softworks for a solution using the GlobalSearch document management system.

Square 9 implemented GlobalSearch, which included barcode scanning for automatic document indexing and labeling. This solution allowed McCue Mortgage's staff to find documents in minutes instead of searching through file cabinets or waiting for off-site retrievals. The measurable results included a 75% reduction in required office storage space and a major step toward becoming paperless, significantly reducing paper waste and improving operational culture.

McCue Mortgage