Project Info
NexaQuanta delivered an AI transformation solution for a leading mortgage broker network using agentic AI to consolidate data across multiple systems and automate compliance supervision. With real-time dashboards and natural language querying, the solution reduces review cycles from months to minutes while improving risk assessment, scalability, and customer satisfaction.
- Client : A Leading Mortgage Broker Network, Financial Services
- Category : Agentic AI Automation, AI Transformation of Financial Services, Enterprise AI Transformation
Project Info
Client & Industry:
- A Leading Mortgage Broker Network, Financial Services
Challenge:
- Data fragmented across 6+ disconnected systems
- Supervision rules applied manually on quarterly cycles
- Compliance review cycles stretched up to three months
AI Solution:
- Agentic AI auto-consolidates all sources and applies grading rules
- Real-time dashboard for compliance visibility across all advisers
- AI chatbot for natural language querying — no engineers needed
Business Outcomes:
- Supervision cycle cut from up to 3 months to minutes
- Cost reduction, revenue growth, customer satisfaction (NPS), scalability, better compliance and risk assessment, and predictive analytics.
AI Technologies:
- Azure AI Foundry SDK, Azure AI Search, OpenAI LLMs, LangGraph Agents, React.js Web Application and Admin Portal
