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Jul 1, 2024
Operations
Document Collection & Email Management
Problem
Our client, who is a mortgage broker, sought to offer a streamlined solution to other mortgage brokers, where they could submit an order, and the the collection of required documents from the brokers’ clients would be handled for them.
Adam was looking to scale the business where thousands of documents would be processed every month. This would involve alot of document and email management. Managing this manually would have been impossible due to the associated high employee costs. Without automation, launching the business would not be feasible given the scale and complexity of the document management and communication tasks.
Solution
Notretek implemented a custom automation solution to manage the document collection process, communications, and integrations.
Automated Email Communication
We automated all email communications involved in gathering documents from the mortgage brokers’ clients. This included sending requests, reminders, and follow-up emails, ensuring a smooth and efficient flow of information without manual intervention.
Client Portal and Dashboard
We recommended, implemented and set up a client portal in Softrr that provided a streamlined experience for the brokers. The portal allowed brokers to submit orders, track progress, and receive updates in real-time. In addition, we built an intuitive dashboard that allowed our client to manage orders and track document submission status.
Custom Code and Integration with M-Files
Given the complexity of integrating with M-Files, a document management system already in use by the client, we developed custom code to ensure seamless integration. This allowed for the automated organization, storage, and retrieval of documents, reducing manual effort and the risk of errors.
Results
Time Saved
The automation saved our client countless hours of manual work, as emails were automatically triggered and sent out. Without automation, it would have required additional staff to handle the document management and communication processes.
Cost Savings
By automating these processes, our client avoided the need for hiring a significant number of employees. Based on an estimated cost of $25-$50 per hour for administrative tasks, the automation resulted in savings of approximately $500-$1,000 per week, or $2,000-$4,000 per month per employee, allowing them to allocate resources to other strategic areas of the business.
Scalability and Business Launch
With automation in place, our client was able to confidently launch their service, knowing they could handle a high volume of orders without incurring unsustainable employee costs. The scalability provided by the automation ensures that they can expand their customer base while keeping operational costs in check.
Problem
Our client, who is a mortgage broker, sought to offer a streamlined solution to other mortgage brokers, where they could submit an order, and the the collection of required documents from the brokers’ clients would be handled for them.
Adam was looking to scale the business where thousands of documents would be processed every month. This would involve alot of document and email management. Managing this manually would have been impossible due to the associated high employee costs. Without automation, launching the business would not be feasible given the scale and complexity of the document management and communication tasks.
Solution
Notretek implemented a custom automation solution to manage the document collection process, communications, and integrations.
Automated Email Communication
We automated all email communications involved in gathering documents from the mortgage brokers’ clients. This included sending requests, reminders, and follow-up emails, ensuring a smooth and efficient flow of information without manual intervention.
Client Portal and Dashboard
We recommended, implemented and set up a client portal in Softrr that provided a streamlined experience for the brokers. The portal allowed brokers to submit orders, track progress, and receive updates in real-time. In addition, we built an intuitive dashboard that allowed our client to manage orders and track document submission status.
Custom Code and Integration with M-Files
Given the complexity of integrating with M-Files, a document management system already in use by the client, we developed custom code to ensure seamless integration. This allowed for the automated organization, storage, and retrieval of documents, reducing manual effort and the risk of errors.
Results
Time Saved
The automation saved our client countless hours of manual work, as emails were automatically triggered and sent out. Without automation, it would have required additional staff to handle the document management and communication processes.
Cost Savings
By automating these processes, our client avoided the need for hiring a significant number of employees. Based on an estimated cost of $25-$50 per hour for administrative tasks, the automation resulted in savings of approximately $500-$1,000 per week, or $2,000-$4,000 per month per employee, allowing them to allocate resources to other strategic areas of the business.
Scalability and Business Launch
With automation in place, our client was able to confidently launch their service, knowing they could handle a high volume of orders without incurring unsustainable employee costs. The scalability provided by the automation ensures that they can expand their customer base while keeping operational costs in check.