Optimize your processes to handle even the most complex caseload and experience total freedom by Shamrock Solutions.

Financial Services

More Efficient Mortgage Processing


Shamrock Solutions works for the financial services industry to save time, cost, paper, and hassle from the traditionally paper-centric task of mortgage processing. Up to 57% of home buyers combine in-person conversations with prospective lenders and hard copies with online applications, creating a disparity between face to face and virtual interactions – hampering the need to process both paperwork and electronic documentation.


Historically, it has been difficult for mortgage brokers to deal with this paper / electronic documentation challenge, with most defaulting to slow, manual processing or rudimentary capture products that can only manage a limited number of document types. Until now. Shamrock’s end-to-end offering turns the promise of a totally digital mortgage processing solution into a reality. Only Shamrock’s solution can help mortgage lenders to:


  • Identify, classify, separate and organize loan applications automatically
  • Route loans to the appropriate processor for immediate attention
  • Utilize fixed form extraction, table extraction, database lookups, and FuzzyDB extraction to enhance the accuracy of OCR
  • Increase customer satisfaction and retention with faster processing by eliminating paper-related delays
  • Remove manual tasks, allowing staff to concentrate on providing exemplary service
  • Expedite deployment by up to 80% using 600 mortgage-specific templates out of the box
  • Take advantage of a SaaS model that pairs the convenience of the cloud with the flexibility of a subscription pricing model


If you’re interested in learning more about this powerful mortgage processing solution from Shamrock, or if you’d like to see a demo, send us a message via our contact us page.

Our team creates automated digital processes that go beyond the status quo to redefine what’s possible for the workability of your business.