Case Study
Digital Mailroom Automation for a Leading U.S. Mortgage Provider
Discover how a fast-growing U.S. mortgage organization partnered with XBP Global to move from paper-heavy origination to a secure, digital mailroom, improving speed, visibility, and operational control.
Challenge
Rapid business growth exposed the limitations of a manual, paper-based mortgage origination process. To support scale, the organization needed a digital-first document intake model that could automate workflows, improve data accuracy, and ensure compliance without disrupting day-to-day operations.
solution
The XBP Digital Mailroom Solution
XBP Global implemented a web-based Digital Mailroom to digitize incoming mortgage documents and streamline origination workflows, where physical mail was converted into secure digital assets, critical data was intelligently extracted, and documents were routed seamlessly across teams and systems.
Benefits
Benefits of Digital Mailroom Automation
- $10M+ in annual cost savings across document prep, scanning, and indexing
- Faster loan approvals through automated document intake and routing
- Improved operational visibility and workforce productivity
Full metrics, workflow details, and technology architecture are available in the case study.