In the highly regulated mortgage insurance sector, property listing and claims management involve complex, multi-party workflows. Manual oversight and legacy task tracking created inefficiencies, compliance risks, and delays. To modernize operations, the company turned to Decisions to establish an end-to-end platform for property and mortgage listing management.
Challenge
Before Decisions, the company relied on a legacy solution to track property listing tasks. This system lacked scalability, offered limited workflow automation, and made it difficult to coordinate across lenders, external buyers, and internal teams. As the volume of properties grew, the company faced:
- Manual hand-offs and bottlenecks between stakeholders.
- High risk of errors and missed compliance checks.
- Limited visibility into task progress and status.
- Difficulty scaling to thousands of users.
Solution
The company built a mortgage listing system on Decisions that automated task assignments, enforced sequential workflows, and provided full visibility across processes. Key features included:
- Workflow automation for conveyance, vacant securement, repairs, marketing plan reviews, and sales approvals.
- Multi-stakeholder collaboration, connecting external users, lenders, and internal staff on one unified platform.
- File appraisal and claims review workflows, ensuring financial and legal compliance.
- Scalable user management, supporting thousands of users with secure access controls.