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Mortgage Automation Software for the Banking Industry

Empower your customers with an automated banking experience.


Bank On Your Future With Mortgage Automation

Razor-thin margins, increasing regulations and siloed departments, branches and processes are just a few of the challenges facing financial institutions. To compete, you need to automate, simplify and improve customer transactions such as account openings, loan applications and investments.
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Customer Engagement

Customer engagement

Ensure a seamless and consistent experience for your customers and improve customer engagement, paving the way for successful long-term relationships.

Operational Efficiency

Operational efficiency

Empower employees with a modern infrastructure, seamless data integration between systems, paperless processes and proactive customer communications.

Risk and Compliance

Risk and compliance

Leverage technology with flexible, rules-based workflows that allow you to quickly and easily adapt to regulation changes and compliance updates.

Use Cases

Mortgage Automation Software For Digital Workflow Transformation in Banking

Use cases for intelligent automation in onboarding, loans, mortgages, servicing and operations.
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Account opening automation

Automate new account openings to enhance the customer experience and accelerate time to revenue.

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Branch capture transformation

Streamline remote branch capture and create a superior customer experience.

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Consumer loan automation

Streamline and automate your consumer loan origination and closing processes.

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Mortgage processing automation

Streamline and automate your mortgage loan origination, closing and servicing processes.

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Customer self-service and loyalty

Drive customer loyalty through a digital self-service/assisted-service model.

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Reporting and compliance

Automatically gather and integrate compliance information to meet regulatory reporting demands.

Case Studies

What's Your Tomorrow?

p&n bank
We now have a virtual workforce working alongside our teams, handling repetitive tasks far faster than a human ever could. This has helped us to save thousands of hours of work annually across the back office and sped up process times significantly.
Jill Marks
General Manager of Business Transformation
By implementing Kofax RPA and streamlining some of our business processes, we have been able to reduce the turnaround time for digitizing loan documents from 15 days to five days.
Reginald Brown
Consumer Lending Electronic Imaging Manager
Foundation Home Loans
To grow in line with our lending targets, we had to automate. We’re continually looking at workflow processes we can digitally transform to bring increased efficiency and savings to different areas of our business. We’re enhancing both our customer and employee experience while reducing our carbon footprint.
Julie Hood
Project Manager, Foundation Home Loans
One of the major reasons we selected Kofax is that Kofax has an install base of about 600 companies overseas, including the Department of Defense and major enterprises in the United States.
Mr. Kazuma Yabuki
Digital Strategy Department
South African Bank
We have built our success on being there for our customers at every stage in their financial journey, and investing in innovative services like the mobile onboarding app help us to continue delivering experiences that improve people’s lives.
South African Bank
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Ready to learn more?

Whether you need to digitally transform a simple task or an end-to-end process, our mortgage automation software can help you do it.