The Service and Asset Management team at a real estate finance and investment company needed to conduct monthly audits of loans over $10,000 to meet regulatory requirements. As the volume of loan records grew, completing audits on time while ensuring data quality and consistency became challenging. They sought solutions to streamline the process, enhance efficiency, and ensure compliance and accuracy in their operations.
The institution partnered with Greenlight Consulting to automate audits for loans valued over $10,000. Intelligent automation was chosen due to the process’s repetitive nature, need for human-in-the-loop, and requirements to log actions and generate reports. Throughout the project, Greenlight developed a comprehensive automation strategy, established robust governance frameworks, and identified high-impact automation areas. Advanced automation technology was used to extract, analyze, and update loan data, cross-referencing compliance benchmarks. This automation generated comprehensive audit reports, allowing the audit team to focus on exceptions and ensure compliance.
UiPath’s business automation platform enhanced the client’s loan audit efficiency. UiPath Unattended Robots executed repetitive tasks, reducing processing time and errors, while UiPath Action Center enabled human-in-the-loop workflows for managing exceptions and approvals. Integrating automation tools with the CRM system streamlined customer management, boosting productivity and accuracy, and providing scalable solutions tailored to the client’s needs.
Greenlight is so much more than just a vendor. They are a trusted partner who provides top notch talent, consulting, and support for our automation cloud infrastructure, robot operations, pipeline discovery, and new bot development utilizing RPA, ML, and Al technologies.
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