How a financial services firm transformed document management

Northmarq, a leading commercial loan servicing firm, faced challenges with their document management system, causing inefficiencies in handling millions of documents.

By implementing Doxis Intelligent Content Automation, Northmarq achieved:

• Migrated 6 million documents to the new platform
• Reduced workflows from 42 to 19
• Increased user satisfaction by 40%
• Saved hundreds of hours and thousands of dollars annually
• Integrated seamlessly with Salesforce and loan systems

The system scales to handle 10,000-100,000+ new documents monthly, supporting 750+ users with future growth capacity.

Discover how Northmarq turned document management challenges into operational advantages in this case study.