Case Study: McCue Mortgage achieves 75% office-space reduction and rapid paperless document retrieval with Square 9 Softworks GlobalSearch

Mortgage Lender And Servicer Saves Time and Trees With GlobalSearch

McCue Mortgage, a Connecticut-based mortgage lender and servicer founded in 1949, was struggling with thousands of paper loan files—many exceeding 200 pages, with 5,000 loans and long retention mandates—which forced off‑site storage, delayed retrievals, and created environmental concerns. To improve document retrieval and reduce paper waste, McCue Mortgage selected Square 9 Softworks and its GlobalSearch® solution.

Square 9 Softworks implemented GlobalSearch® with barcode-enabled scanning and indexing that automatically labels documents and makes key information instantly searchable. Staff adopted the system quickly, enabling paperwork to be located in minutes, eliminating much paper use, and reducing on-site storage needs by 75%. Measurable impacts include the 75% reduction in office space and dramatically faster document retrieval, with plans to expand Square 9 functionality further.

McCue Mortgage

Melanie McCue

Vice President