To add more structure, convenience, and automation to their processes, Brightpath started evaluating the software platforms available on the market. They were looking for something that was system agnostic so both Windows and iOS users in the office could easily work with the software. Another important part was to have underwriting and servicing all within one system.
After getting their first Mortgage Automator demo, Brightpath saw how the software could be a good fit for them and help mitigate their concerns with current business processes. The team ultimately became an early adopter of Automator not only for the capabilities and features it had to offer to help grow their business but also how it is a web-based software accessible from anywhere, at any time.
“The software is able to accommodate almost all unique lending scenarios. And as a lender providing flexible solutions to brokers, this was very attractive, and we didn’t feel like we were limited in what we could and could not do in the software,” Fiona Elder, VP of Operations at Brightpath Capital, told us.
“We really feel like it is designed for the mobile lender. The days of being tied to the desktop access are gone. Mortgage Automator allows Brightpath and staff to access the software anywhere, on a laptop or phone. It was really easy for Brightpath to transition, especially during the pandemic when things were shut down.”
These days, it’s all about automation for Brightpath. No longer feeling bogged down by the volume of emails, they are able to automate review and approval communications, the renewal process with the borrower, manage sub statuses, and more.
In addition, the team at Brightpath is now able to collaborate more efficiently thanks to the seamless exchange of information and process tracking accessible to them in Automator.
“I could go in today and look at a file that’s in the underwriting stage, and I can see the date and time of when everything happened: date of submission, when the underwriter reviewed it, notes the underwriter made, when the underwriter issued the LOI to the broker. So that’s great because if someone goes on vacation, there’s a cover for that. And if a broker calls in asking a question, anyone answering the phone can go into the file and look that up,” Fiona is excited about the excellent customer service Brightpath is able to offer as a result of this ease of access.