Transform Clunky Closing Templates to Improve Workflow Efficiency

The Mortgage Firm (TMF), a leading lender in technology, knew they had to implement digital closings when they noticed competitors were offering hybrid closings. However, they soon realized that their templates for different packages were time-consuming to update and created a frustrating workflow for their employees. By implementing AI technology, they were able to increase their loan volume without adding headcount.  

Download this case study to learn how TMF implemented AI technology to transform their templates in just one month and achieve a 13% increase in loan volume. You will also:

  • Learn why AI technology may be helpful for digital closings
  • Discover how to easily implement automation into your closings
  • Take your CU’s closings workflow to the next level 


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