Mortgage network moves from spot checks to checking every file
Problem
A full compliance check on a mortgage case file took a person 2 to 3 hours, so only a sample of files got checked.
Agent / tool
Curvestone's AI compliance platform, connected to the network's OMS case-management CRM and rolling out to more than 350 broker firms at Connect for Intermediaries.
Outcome
Connect's CEO says a check now takes minutes, so every file can be reviewed. Advisers will also be able to pre-check their own cases.