Revamping Document Collection and Processing: Paper Trails to AI-Powered Portals
Despite all the talk of digital transformation, financial services firms are still bogged down by manual document collection, fragmented processes, and lingering paper-based workflows. Join Mortgage Bankers Association VP of Industry Technology and MISMO Interim President Rick Hill as he explores how leading firms are transforming document collection and servicing. From eliminating manual file gathering to automating verification with AI, discover how solutions like Egnyte’s Document Portal improve client experiences, accelerate processes, and reduce risk.

Rick Hill
VP of Industry Technology, Interim President
Mortgage Bankers Association, MISMO

Charlotte Li
Practice Lead, Banking and Credit
Egnyte