Intelligent Automation for Mortgage

Sourcepoint’s Intelligent Automation Services help mortgage companies reimagine their end-to-end business processes and move to a machine-first fulfillment ecosystem for unmatched speed, efficiency and quality.

Building machine-first digital operations

Lenders and servicers are under increasing pressure to deliver fast, customer-centric and compliant services amidst growing market uncertainty. Combining Robotic Process Automation (RPA) with Natural Language Processing (NLP), Artificial Intelligence (AI) and Machine Learning (ML) can help address these challenges and achieve wide-ranging benefits.

  • Ability to seamlessly scale automation to handle higher loan volumes.
  • Unprecedented levels of efficiency, speed and quality across the mortgage lifecycle.
  • Reduced cycle times and costs.
  • Enhanced customer experiences.


How can we help

Our experts work closely with you to determine where to use Intelligent Automation, select and integrate the best-fit technologies, set realistic ROI, and monitor for successful benefits realization. We adopt an agile approach to Intelligent Automation that allows you to deploy increasingly mature technologies in multiple waves, helping you progressively achieve higher levels of automation and ROI.

Intelligent Automation for the Mortgage Industry - Getting it Right

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Our distinctive approach spans four phases:

  • Pre-assessment – Get internal buy-in, create pod(s) comprising internal and external stakeholders, and define requirements for IT, operations and information security.
  • Assessment – Conduct process due diligence and discovery, map the customer journey, assess feasibility of identified automation opportunities, validate current applications / systems and reengineering opportunities, and determine ROI.
  • Engineer – Design, develop, test, certify and deploy Intelligent Automation solutions using a combination of RPA, OCR and AI – in multiple waves.
  • Operate – Manage change (be it an IT application, business process or regulation change) as part of routine Digital FTE (bot) operations by monitoring the ecosystem and deploying analytics for impact assessment, forecasting and intelligent control.

Define & Discover

  • Current Operating Model
  • Process Re-engineering
  • As-Is and Future Process Map
  • Systems and FTE
  • Current Cost to Operate
  • Impact of Automation (ROI)


  • Ensure reuasability
  • Maintains Design Authority
  • Ensure Execution as per plan
  • Resolve Roadblocks (if any)
  • Provide Approvals and sign-offs


  • Implementation Timelines
  • Finalize Automation Tools
  • System Design
  • Implementation Status Update

*Sourcepoint has already started the discovery process for Title & Closing

Our service offerings

Sourcepoint combines human expertise with digital FTE operations to ensure outcome-based delivery and optimal benefits realization.

Advisory services: For businesses looking to deploy automation for the first time, we offer transformative Advisory Services encompassing Assessment, Process Design, Roadmap Development, and Project Definition.

Intelligent Automation services for existing clients: We use our knowledge and understanding of client operations to identify quick wins, demonstrate value through pilot projects, and assess ROI – laying the foundation for full-cycle automation.

Full-cycle Intelligent Automation services: For enterprises looking to deploy end-to-end automation, we offer full-cycle services – Discover, Design, Engineer, Test and Deploy. Our experts prioritize automation opportunities and combine industry-leading automation solutions with tools and accelerators to design and deploy custom solutions, and ensure training for seamless change management.

Automation maintenance and support services: Our process-level SLA-based model bundles market-leading third-party services and is available under hybrid, private or shared cloud options. It centralizes monitoring and scheduling, platform maintenance, platform update and verification, and security, and includes help desk services.

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Improving Agent Productivity with Intelligent Automation

For a leading mortgage provider in the United States with over one million customers, and a strong presence across all 50 states, we helped automate high volume, repetitive tasks in its loan set-up, guaranteeing complete data accuracy and improving agent productivity by 250%.

The Sourcepoint solution helped:

  • Structure process flow and standardize automation through business process re-engineering.
  • Enable robust OCR (optical character recognition) capabilities backed by machine learning to extract structured as well as unstructured data with 100% accuracy.
  • Establish a dedicated universal automation control room for on-demand RPA deployment for any stage of loan processing.
  • Deploy attended automation for exception management of poor quality documents that were beyond AI’s processing capability.

Why Sourcepoint?

25+ years delivering market-leading solutions

Tap into our expertise - We work with the biggest names in the US mortgage market to deliver superior business outcomes

Global centers enabling 24/7 omnichannel experiences

Create a unified experience across channels and services - ranging from mortgage origination and routine servicing to foreclosure and default servicing

Data-driven approach & cutting-edge technology

Stay ahead with next-gen solutions underpinned by Robotic Process Automation, AI, Machine Learning, Advanced Analytics and more

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