Case Study: a large US financial services company improves loan origination visibility with Sutherland Global Services

Large US Financial Services Company - Customer Case Study

A large US financial services company faced significant challenges due to a lack of workflows and visibility into its loan origination process, which caused confusion for both employees and borrowers. The company engaged Sutherland Global Services to reinvent the process to match their new systems and provide much-needed clarity into loan statuses.

Sutherland implemented a new workflow system that provided employees with detailed process steps and real-time visibility. They conducted thorough user acceptance testing in a sandbox environment before the full rollout. This transformation by Sutherland yielded impressive results, including reducing average underwriter handling time from 4 hours to 2.5, removing 13 days from the fulfillment cycle, and increasing on-time closing document delivery to 95%.