Case Study: BSI Financial achieves 1000+ loan boarding per day with Vaultedge Mortgage Automation

How BSI Financial automates bulk loan boarding using Vaultedge

BSI Financial Services, a leading US mortgage servicer, faced the challenge of manually processing a high volume of loan documents for mortgage servicing rights (MSR) acquisitions. This labor-intensive "stare and compare" process was error-prone, slowed down loan boarding, and created significant compliance risks. To manage its rapid growth without increasing headcount, BSI partnered with Vaultedge Software to implement its AI-powered Mortgage Automation solution.

Vaultedge configured its software to automatically classify, split, and index 23 critical document types from bulk loan packages with over 99% accuracy. The scalable solution processes over 100,000 pages per hour, enabling BSI to board more than 1,000 loans per day. This automation drastically reduced manual intervention, mitigated compliance risk, and allowed BSI to seamlessly handle millions of documents each month.

BSI Financial Services

Michael Kittyle

Chief Information Officer