THE CHALLENGE
A major financial services organization faced a strategic challenge after acquiring multiple mortgage portfolios: maintaining seamless operations across diverse inherited systems while upgrading service standards.
The complexity multiplied with each acquisition, bringing its own technology stack, business processes, and operational methods.
The transformation imperative became clear – consolidate fragmented mailroom operations and digitize centuries worth of mortgage documentation without disrupting daily operations.
THE SOLUTION
Strategic solution architecture: The XBP DMR team deployed an enterprise-grade solution combining high-speed open-track scanning technology with skilled operations teams. The technology stack handled mixed document types and variable quality levels – critical for processing decades-old mortgage documentation.
Core solution components included:
Mailroom consolidation: Three distributed facilities were merged into a centralized operation, processing 5,000 items daily with a complete chain of custody. This created a single source of truth for all incoming correspondence.
Advanced document processing: Every document, including client contracts, underwent thorough scanning with surrogate document creation where needed. The system processed and indexed items within client workflow platforms, distributing them to over 200 endpoints.
