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Financial Services

A more efficient method for Mortgage processing

Historically, it has been difficult for mortgage brokers to deal with the paper / electronic documentation challenge that plagues financial services, 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. 

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.


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 accuracy of OCR


Eliminate delays and increase customer satisfaction and retention with faster processing by reducing paper processes


Remove manual tasks, allowing staff to concentrate on providing exemplary service


Expedite deployment by up to 80% using 600 mortgage-specific out-of-the-box templates


Take advantage of a SaaS model that combines convenience of the cloud with the flexibility of a subscripting pricing model

“Accounting is all about being fast and detail-oriented, but paperwork gets in the way. That’s where our new accounting module comes in. The automation it provides allows accountants to get back to what they do best, so they can serve the needs of internal and external clients. It also benefits the business by removing delays and making it possible to take advantage of early payment discounts.”

- Rob Albright, Shamrock CEO

Let's talk about your Accounting & Processing automation goals.

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