United Wholesale Mortgage​: Accelerating loan processing ​

Improving productivity and delivering better experiences​

UWM implemented UiPath Document Understanding™ to automate invoice data extraction and side-by-side review. This reduced invoice processing time from three minutes to 30 seconds per loan, allowing employees to focus on higher-value tasks. UiPath Communications Mining™ also cut email-to-case queue workloads by 20%, eliminating over 50,000 work items. ​

We have multiple team members every single day just working with these invoice documents. We built an app with UiPath to extract that data and show it to the team member side-by-side with the invoice, so they could make quick decisions.

Dustin Spivey · Senior Team Leader of Enterprise Technology

Outcomes:

• Increased efficiency in invoice processing: after adopting UiPath Communications Mining and intelligent document processing (IDP), UWM significantly reduced the time spent on invoice processing per loan.

• Broad application of automation: the successful automation in invoice processing acted as a catalyst, inspiring exploratory implementation of technology in other areas to increase efficiency.

• Simplified workflow management: the use of UiPath tools for managing Salesforce queues led to a significant decrease in manual workload, streamlining the working process.

Additional resources:

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