Robotic Process Automation for Mortgage

We take a hybrid approach to robotic process automation, driving significant advantages in process and service efficiency across the lending cycle.

Transform mortgage operations with robotics-led automation

Robotics Process Automation (RPA) is more than a technology trend. Applying RPA to repetitive, rule-based processes enables cost efficient and compliant lending processes. It helps mortgage companies take a strategic approach to designing data workflows and re-engineering processes, driving significant efficiencies and transforming customer experience.

Leveraging its extensive experience in mortgage process transformation, Sourcepoint takes a hybrid approach to RPA implementation.  We offer solutions for processes that can be automated as well as those that are not ready for complete automation. By combining the foundational capabilities of RPA with skilled human resources at critical decision points, we enable you to drive a customer-centric strategy.

The result – your agents can concentrate on what they do best, delighting customers.

Seamlessly integrate RPA with your workforce for better outcomes

RPA is best applied to simple but repetitive and time consuming processes within the mortgage lifecycle – including loan origination and processing, quality assurance and servicing. Our experts help you identify high volume, rule-based tasks best suited for RPA, ensuring optimal ROI.

We develop a custom roadmap for automation aligned with your organizational goals, and then deliver them through our market-leading proprietary solutions.  Our scalable solutions utilize artificial intelligence and machine learning technologies to reproduce human actions and decisions with greater accuracy and faster cycle times. A centralized governance structure improves collaboration and streamlines compliance.

Our proprietary FirstSmartomation solution adopts a phased approach to RPA deployment


Our RPA Center of Excellence (CoE) drives opportunity evaluation, requirements gathering and automation benefit analysis with a focus on identifying high ROI projects.


Automated tools gather process related information to design automated systems that work in equilibrium with enterprise goals and processes.


Our experts script robots using best practices to accurately process tasks and free up human resources to concentrate on high value tasks.


We monitor and upgrade robots in a continuous automation feedback loop to ensure on-going process improvements.


Stay Ahead

Benefits of RPA for mortgage

  • Cost efficiencies
  • Round the clock operations support
  • Improved productivity and efficiency
  • Increased scalability and peak load handling
  • Streamlined workflows and simplified processes
  • Higher accuracy and reduced handling times
  • Accurate reporting and superior compliance
  • Faster resolution of issues for exceptional customer experience
  • Shorter training cycles and faster resource onboarding

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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Related Pages

Customer Experience Analytics

Utilize our proprietary analytics tool to assist you in transforming your organization by using customer data to proactively improve Net Promoter Score, reduce escalations, drive performance and identify root cause failures.

Robotics Process Automation (RPA)

Our platform-agnostic RPA solutions for mortgage provide flexibility and are tailor made to fit transformational business objectives – cost reduction, productivity improvement, compliance, easy scalability, simplified processes, and decreased handling time.

Compliance & Process Consulting

We help mortgage lenders ensure robust compliance of transitional regulatory requirements.