The Challenge

A leading mortgage services provider was processing 450–500 post-closing orders daily. Manual review and audit processes were consuming excessive time, leading to bottlenecks and higher operational costs. They needed a scalable solution to improve accuracy, reduce audit time, and manage volume without adding headcount.

The Solution

The organization implemented ATL’s STACX platform to automate post-closing operations. With AI-driven document classification, stacking, and exception handling, STACX enabled the team to process high-volume orders while ensuring compliance and quality control.

Automated classification & stacking of documents per investor rules
Exception flagging & resolution workflows to address data gaps instantly
Audit-ready packages with complete visibility and compliance trails

The Results

Daily Volume Managed

450–500 orders processed seamlessly

Accuracy Rate

96.4% classification accuracy

Audit Efficiency

Average audit time reduced to 13.2 minutes per file

Reduced operational strain

while improving investor delivery timelines

450-500

Daily Volume Managed

96.4%

Accuracy Rate

13.2 mins

Audit Efficiency

Key Takeaway

By adopting STACX, the provider scaled post-closing operations without adding staff, delivering higher accuracy, faster audits, and investor-ready compliance — even at high volumes.

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