Process Improvement in Mortgage Banking



Implement Rules-Based Compliance


Share Information & Improve Collaboration


Increase Productivity & Efficiency



Success Story: Netbank

Reducing their costs & improving customer satisfaction


Instead of using traditional manual processing for the 25 million plus mortgage documents by hand, we helped Netbank implement the process improvement techniques and technology to meet their previous years increased loan/refinance volumes without additional staffing.


    We also enabled them to:

  • Decrease processing & operations costs by $3.6 million
  • Quickly deliver loan package information to investors
  • Gain greater control over expenses in lower volume market conditions
  • Achieve an ROI of over 290%

Mortgage Banking Process Improvement



Transformation through Automation

Improve your mortgage banking operations with the iDatix solution


Improve the flow of real-time information among loan officers, underwriters, and customers



Automate every step of the loan process from origination to final disposition to ensure data integrity and compliance


Protect and maintain the integrity of information by providing control down to the document and process level



Optimize workflow and automate underwriting, funding, servicing, and customer support


Eliminate unnecessary manual processes and time-consuming searches



Easily integrate document management and process automation with other mortgage application software

The time that we save in locating documents is a big payback. The other big savings is with our audits. We can give our auditors access, eliminating the need to come onsite, saving us a ton of money in travel fees.

Doug Mackle, IT Director
Farm Credit of North Florida

Step 1: See how we do it

Watch this brief video to see our solutions in action.




Step 2: See how we can do it for you

Schedule a free process review & custom demonstration:


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