Client renewal data was trapped in PDFs and inboxes — no system to track it, no alerts when renewals were approaching.
Near-zero missed renewals. Fully automated document → CRM pipeline.
A mortgage brokerage was manually reviewing client files to identify upcoming renewals. Documents arrived as PDFs, data was copied by hand into a spreadsheet, and follow-up depended entirely on memory and calendar reminders. Renewals were being missed.
Automated document ingestion pipeline that extracts renewal dates and client data from incoming PDFs, pushes structured records into the CRM, and triggers follow-up sequences ahead of renewal windows — with zero manual data entry.
| Metric | Before | After |
|---|---|---|
| Missed renewals | Regular occurrences | Reduced to near-zero |
| Manual data entry per file | 30–45 min | Eliminated |
| Follow-up timing | Manual / inconsistent | Automated and consistent |
| Staff time | Split between admin and clients | Redirected to client conversations |
Missed renewals reduced to near-zero
Manual data entry per file eliminated
Follow-up timing automated and consistent
Staff time redirected to client conversations
No pitch. No pressure. Just a practical conversation about where automation can move the needle for you.