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Poor Document Management Driving Customers to Abandon Mortgage Onboarding
In Part One of my epic mortgage experience, you got a small glimpse of my tendencies and personality. I clearly was frustrated with the amount of time wasted in the first few days of the process, but that frustration doesn’t compare to how irritating the next steps were.
Top Challenges for Mortgage Lenders: Wasted Time Driving Customer Abandonment
In order for you to understand this story, there’s something you should know about me: I am a little bit of a control freak. Okay you got me – it’s more than a little bit, I am a control freak. I like to understand processes, timelines and next steps and control them as much as possible. I schedule my day out to maximize efficiency, I hate being late, and I try to always be one step ahead. This is not a story of efficiency and timeliness though.
Become a Leading P&C Insurance Provider With a Life Underwriting Solution
“Stateside Insurance” is a fictional P&C insurance client. This is a story demonstrating how our life underwriting solution helps many similar insurers overcome common content and case management challenges.