Client Overview

US and India based Global Financial Services Provider delivering innovative IPs and services with over 2000 employees across the globe

Business Need

To study the Home Mortgage Audit processes within existing environment. Analyze processes by interviewing stakeholders and compliance, communication and reporting requirements. The need was automate an audit checklist with 100+ rulesets.

Solution Highlights

  • Process Time duration study and automation benefits analysis.
  • We submitted a Discovery report along with sample Proof of Concept (POC) for one of the key process in scope.
  • 100+ audit rulesets automation in progress using UiPath
  • Automation Solution involved Desktop and Web app automation, Excel automation, PDF automation and Citrix automation


  • Improved operational efficiency by 70%
  • Improved SLA adherence and ROI by 80%