Loan Origination OS Case Study | Finance Automation
Back to Case StudiesLoan Origination & Underwriting OS
End-to-end loan processing automation from application intake through underwriting and closing.
This Finance AI automation case study explores Loan Origination & Underwriting OS. Tags: Finance, Document Processing, Workflow Automation, AI Implementation, OpenAI, Make.com, Retool, AI Automation.
-60%
Time to Close
Automated
Document Collection
+25%
Underwriting Accuracy
Overview
A lending company needed to streamline loan origination from application through closing. Manual document collection and underwriting were causing 3-week delays. The automated system reduced time-to-close by 60%.
Challenges
Manual document collection via email
Inconsistent underwriting decisions
Long time-to-close
No visibility into pipeline status
Compliance documentation scattered
What We Delivered
Self-service borrower portal
AI document extraction (pay stubs, tax returns, bank statements)
Automated credit and income verification
Underwriting decision engine with rule-based scoring
Pipeline dashboard with stage tracking
Compliance document generation
Tech Stack
Custom loan portal, OpenAI for document extraction, Make.com, Plaid, Retool, PostgreSQL
Tags
Results
-60%
Time to Close
Automated
Document Collection
+25%
Underwriting Accuracy
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