Intelligent Automation

Human-centric automation for mortgage industry​

Reimagine mortgage processes and move to machine-first fulfillment

Drive digital transformation with Mortgage Process Automation

As businesses increasingly turn to automation to unlock greater value, they may hit some barriers along the way such as inefficient change management, unstructured data, a growing array of tools, and the lack of ROI.

Our Mortgage Process Automation experts offer end-to-end support – from creating an Automation COE to identifying the right automation opportunities and best-fit technologies for data intake, process automation and analytics. As part of our unique outcome-based engagement model, we help you design a rigorous governance structure, seamlessly manage change, and drive the desired transformation outcomes.

Intelligent Automation Solutions
for Mortgage

Unleash the power of digital: Explore our Mortgage Process Automation services

Determine the best approach to deploy Intelligent Automation for mortgage process improvements, innovation and growth. Assess and identify automation and business transformation opportunities using process mining, design thinking and value engineering – with the help of lean certified experts

Adopt an agile approach to engineer bots and iteratively mature automation functionality using reusable solutions, artifacts, accelerators and templates.

Manage automation and exception handling. Leverage operational analytics to gather business insights and identify process improvement opportunities.

Make the most of our Mortgage CoBots

Sourcepoint CoBots are pre-built Mortgage Process Automation solutions that are customizable and specifically designed to enhance the agility and efficiency of mortgage business processes. Most importantly, they can be securely integrated with your current technologies and platforms to maximize value. Let our army of CoBots automate mundane, repetitive tasks, saving you time and money and allowing your associates to focus on your customers.

Stay Ahead with Sourcepoint

10 Million +

Mortgage loan Underwriting decisions per year


Borrower contacts per year​

5 of top 10

US mortgage lenders serviced​

Explore insights

The future of mortgage lending: what will it look like in 2030?

A top-5 US bank harnesses Sourcepoint’s distributed work model to deploy remote automation

RPA helps leading US mortgage provider stay ahead by improving associate productivity

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