Case Study: United Wholesale Mortgage accelerates loan processing with UiPath Document Understanding

United Wholesale Mortgage​ Accelerating loan processing ​

United Wholesale Mortgage (UWM), the nation’s #1 overall mortgage lender, needed to remove inefficiencies from its paperwork-heavy mortgage approval process. With each loan generating many invoices for items like appraisals and credit reports, employees were spending too much time manually reviewing and extracting data, which slowed service and limited scalability. UWM turned to UiPath Document Understanding™ and related automation tools to address the challenge.

UiPath implemented a solution that automated invoice data extraction and side-by-side review, helping teams make faster decisions while reducing manual workload. The result was a drop in invoice processing time from three minutes to 30 seconds per loan, 90% automation at scale for mortgage loan invoices, 84% faster invoice processing, and more than 50,000 work items removed from the team’s queue. UiPath Communications Mining™ also reduced email-to-case queue workloads by 20%.

United Wholesale Mortgage

Dustin Spivey

Senior Team Leader of Enterprise Technology