Customer Challenges

  • Manually check on different web portals documents and related information for Home Loan applications, and then collate everything in a single file
  • Reduce the time spent on this verification step for approximately 100 loan applications per week and expedite the process of customers getting a resolution

Our Solution

Our Bot was used to quickly open different web portals and verify the information and then send an e-mail to the person that requested all the documents needed for reaching a decision.

 

Loan verification

Key Benefits

  • 20 hours saved / week
  • Shortened time to client response

Implementation Time – 3 Weeks

About The Author

Jag Bethi is the SVP Solutions at ComTec, a 21 year old IT solutions and services company. He works with CIOs, CAOs and CFOs in optimizing and modernizing their IT (applications/infrastructure) portfolios. He has over 24 years of experience in all aspects of IT and has worked in multiple capacities such as Programmer, Management Consultant, Project Manager, Program Manager, Projects Portfolio Manager, Director of Projects and VP of Services. He can be contacted for any IT Consulting engagements.


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