How Pretto streamlines mortgage processes with automation
Pretto faced two operational crises: skyrocketing mortgage rates in 2022 left brokers unable to operate effectively, and complex error-prone data transfers across 16 banks with unique requirements created ongoing inefficiency.
Automated consultancy contracts reached 10% of Pretto's annual revenue within a year, and the bank data workflow saves the equivalent of one full-time employee per year while reducing errors and ensuring rapid, accurate processing.
Frequently asked questions
What did this team achieve with this AI workflow?
Automated consultancy contracts reached 10% of Pretto's annual revenue within a year, and the bank data workflow saves the equivalent of one full-time employee per year while reducing errors and ensuring rapid, accura…
What tools did this team use?
Zapier, Dropbox Sign, Slack, Google Sheets, ChatGPT, Gmail, BigQuery.
What results were reported?
Annual revenue share from automated consultancy contracts: 10%; FTE equivalent saved per year: one full-time employee per year; Error rate: reduces errors; Processing speed and accuracy: rapid and accurate processing (source-reported, not independently verified).
How is this contract management AI workflow structured?
Market crisis triggers pivot → Contract workflow automation → AI-assisted bank data processing.