AI case study

InstaMortgageMortgage document processing

Loan officers spent hours manually scanning 500-page guidelines. Now, AI retrieves exact policies to answer clients in minutes.

Published

Key results

Resolution Speed Increase
67%

Result highlights

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The story

Context

A mortgage lending firm processing loan applications that require officers to review complex industry guidelines and documents frequently exceeding 500 pages of text and tabular data.

Challenge

Loan officers were buried under paperwork, spending their days in a continuous cycle of manual data entry and thorough document review. These...

Solution
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Quotes

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The company

InstaMortgage logo

InstaMortgage

instamortgage.com

Digital mortgage lender for home purchase and refinance loans.

IndustryFinancial Services
LocationSan Jose, CA, USA
Employees51-250
Founded2008

The implementation partner

Role in this case study

Joined forces with InstaMortgage to create InstaAI, an AI platform with three core modules.

IndustryMedia
LocationNew York, NY, USA
Employees11-50
Founded2021

The vendor

Framework and developer platform for building LLM-powered applications.

IndustrySoftware & Platforms
LocationSan Francisco, CA, USA
Employees11-50
Founded2022

Use case

InstaMortgage's Mortgage document processing is part of this use case:

Enterprise Search
179 case studies(-10% YoY)
Proven impact?
LowModerateVery Strong
3.6Moderate
2.7Lowwithin Financial Services
5.1Strongwithin Operations

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