Try the Demo – It Won’t Bite
Case Study - Smith & Co. Mortgages
The Challenge
John Smith and his team at Smith & Co. Mortgages were facing significant time challenges when processing client files. The manual task of renaming and organising documents was taking up valuable time that could be spent on more client-facing activities. The team needed a more efficient solution to streamline their document management process.
The Solution
Smith & Co. implemented Nomino, a file renaming tool, to automate and simplify the renaming of client documents. Nomino allowed the team to create custom renaming rules, which automatically organised documents based on specific criteria such as client names and loan types.
The Results
- Time Saved: The team saved up to 15 hours per week on document renaming alone, allowing them to focus on more strategic tasks and improve client service.
- Efficiency Gains: The accuracy and consistency of file names improved, reducing errors and simplifying document retrieval.
Client Feedback
“Nomino has revolutionized how we handle client documents. It’s saved us time, improved our organization, and ultimately allowed us to better serve our clients.”
