INFOMAZE worked on creating a custom mortgage application using Zoho Creator, which resolved the problem of document management systems for mortgage companies. This provided clear visibility of documents, improved overall efficiency, faster mortgage process automation, and better management of their business with a mortgage document management system.
The customers used to communicate by sending documents through multiple media, such as email, WhatsApp, and sometimes sharing the Google Drive links. This made it very difficult for the team, who had to spend hours verifying whether the necessary documents for the mortgage application had been received. The key issues included:
Customers send documents through various platforms, making it difficult to track them.
Customers lacked a clear document checklist, which delayed their applications.
There was no clear visibility of the documents and their contents. Sometimes, the wrong or outdated versions of documents were sent, leading to excessive back-and-forth communication.
Without automating QuickBooks with cloud systems and other applications, the client was forced to rely heavily on manual entry and constant updates. This created inefficiencies, errors, and wasted time.
The customer was already using Zoho CRM for lead management. Leveraging their Zoho One subscription, we developed a custom solution using Zoho Creator to tackle these challenges.
We are now in the process of integrating AI into the system. This will allow the system to read text from documents and verify their accuracy. The AI model will help customers take corrective actions and significantly reduce manual document review efforts. There are many other upcoming phases in this project that we are working on.
Reduction in Document Processing Time
Improvement in Document Tracking Efficiency
Faster Application Turnaround Time
Streamlined workflows and automation have drastically cut down processing delays.
A centralized dashboard provides real-time document tracking, reducing manual follow-ups.
Improved document management has expedited mortgage application approvals.
A centralized document repository ensures easy access and control over files.
Reduces the need for manual reminders and ensures a smoother customer experience.
If you have a similar business—whether in legal, mortgage, or any other service industry requiring customer document management—you can get in touch with us. We are a Zoho-authorized partner, have certified Zoho developers, and have successfully customized and configured various Zoho applications for different businesses, including Zoho for mortgage companies.
Contact us today if you are looking for a Zoho Creator consultant to see how we can streamline your operations with Zoho!
Let us know! Our product experts can configure the best solution for your business.
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