Managers assigned scattered mortgage requests using spreadsheets. Now, a bot instantly routes tasks based on real-time team capacity.
A UK specialist mortgage provider manages a £3 billion balance sheet using a 70-person team to handle 96 complex business processes driven almost entirely through an external broker network.
Mortgage applications and servicing requests arrived through scattered email inboxes and portals, forcing managers to allocate work manually using...
“Work used to be allocated manually via spreadsheets. It was difficult to form a clear picture of mortgage operations across our eight teams. And walk-around management to collect data wasn’t feasible across so many departments, locations, and processes.”
Specialist bank for UK SMEs, property investors, and personal savers.
AI-powered customer engagement and workforce optimization platform.
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