Case Studies

• AI Agent

  Automating Loan Underwriting with an AI Agent at MegaLoans

  An AI underwriting agent that verifies income, employment, and residency cut review time 50%, scaled capacity to 1,000 loans a month, and lifted conversion about 40%.

• Automation

  Replacing Manual Appraisal Tasks with Automated Data Collection

  Cutting appraisal turnaround from 10 days to 3 let MegaLoans grow from 800 to 2,000 rate locks a month.

• Proptech

  Automating Tax Lien Research

  A tool that pulls tax-delinquent properties from county records, ranks them as tax lien purchases, and runs basic title searches.

• Automation

  Auto-Filling Agent Deal Submissions with Property Data

  Rebuilding the agent partner portal raised agent engagement 35%, cut support tickets 40%, and increased repeat submissions 25%.

• Self-Service

  Borrower Self-Service at Equity Loop

  A self-service portal for the appraisal step raised completed applications 20%, cut support inquiries 30%, and shortened time to funding 7%.

• Experimentation

  Quick Win: Fixing a Mortgage Disclosure Question

  Changing one question on the loan application cut incorrect mortgage disclosures from 20% to 5% and took manual follow-up off the sales team.

• Decisioning

  Making Home Equity Decisions Predictable

  A product interview exercise for WealthTap: why home equity investment decisions took an unpredictable amount of time, and my plan to fix it.