Case Study: RoundPoint Mortgage Servicing Corporation achieves instant, secure mortgage document access and faster loan servicing with Vasion

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Preview of the RoundPoint Mortgage Servicing Corporation Case Study

RoundPoint Delivers Superior Customer Service to Customers and Clients

RoundPoint Mortgage Servicing Corporation, a large mortgage servicer managing sensitive loan packages worldwide, needed a way to integrate loan content management with a secure, scalable storage solution to support rapid growth and fast, accurate retrieval by loan number, client name, property address and other criteria. To solve this, RoundPoint partnered with Vasion and deployed Vasion’s cloud-based document management solution to replace their legacy system and centralize document storage and access.

Vasion implemented a cloud repository capable of handling 64+ TB (over one billion pages), converting an initial 6 TB from a competitor and ingesting 30k–70k documents daily (about 1–1.5M documents per month). The solution includes bulk scanning (KnowledgeLake), print/send/upload and Microsoft Office integrations, LOB and Outlook search, a daily change file for local reporting, and 24/7 monitored support. As a result, RoundPoint gained one central, secure repository with instant access, dramatically fewer lost files, reduced paper and storage costs, faster document retrieval and more efficient workflows.


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