The Case for Intelligent Automation in Mortgage Lending


Strategies for banks, credit unions and IMBs to adopt intelligent automation with confidence.


Origination costs are up 35% in three years. Borrowers expect mobile-first convenience. Regulatory scrutiny is intensifying. Manual processes are pushing margins to the breaking point.

Intelligent automation (IA) offers a clear path forward. Yet, while 97% of lenders plan to implement IA, only 14% have achieved enterprise-wide success.

This report reveals:


✓ Where lenders are in their IA journey and what's holding most back

✓ The three high-impact areas that deliver measurable ROI fastest

✓ How to overcome key barriers: decision accuracy, data security, legacy integration and implementation costs

✓ Best practices from institutions achieving optimized use across departments
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