Case Study: a leading US mortgage provider boosts loan origination productivity with SumaSoft

USA’s Leading Mortgage Provider boosts loan volume 200% with SumaSoft

The customer, a USA's leading mortgage provider, was seeking to expand its business and broker network by improving its mortgage loan origination process. Their previous model was inefficient, with loan data input as the primary activity. They partnered with vendor SumaSoft to enhance and streamline these processes.

SumaSoft implemented a solution by setting up a team that identified parts of the origination process that could be performed offshore. They established effective communication channels, created detailed SOPs and process maps, and provided training. As a result, SumaSoft helped the client significantly reduce turnaround time, scale volumes by 200% with only a 40% staff increase, and achieve substantial cost reduction through the use of offshore resources.