Overview
A leading mortgage provider mailed time-sensitive mortgage documents daily, weekly, and monthly to new and existing customers. With documents containing highly variable fields, the company wanted to simplify its process to save time and money while delivering materials faster.
The Challenge
The mortgage provider relied on a complex, manual document matching and insertion process to produce time-sensitive communications. With high volumes of mailings and highly variable data fields across documents, the process was time-consuming, labor-intensive, and prone to inefficiencies that impacted both production speed and operational costs.
Our Approach
Qualfon streamlined the match and insertion process to improve efficiency and reduce production time. The team also redesigned the carrier envelope to accelerate insertion and support the delivery of highly personalized mortgage communications.
Results
- Cost Intelligence: Successfully optimized mailing strategies, reducing annual delivery costs for 1.5 million mortgage documents.
- Operational Intelligence: Accelerated overall document processing and improved delivery speeds for time-sensitive, critical communications.
- Data Intelligence: Enhanced personalization capabilities, fully supporting complex mortgage documents with up to 100 variable data fields.
About Qualfon
Qualfon is a global BPO provider of omnichannel customer experience and business support solutions with locations on several continents. We are an agile partner specializing in call center support, revenue growth, and marketing services committed to serving our clients and their customers throughout the customer journey.
Learn more about Qualfon’s Lead Generation and Direct Mail & Print Services.
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