Case Study

PFI saves time and money through simple automation

PFI saves time and money through simple automation

Pages 1 Pages

Situation Proctor Financial Inc. (PFI) partners with more than 1,500 mortgage servicers, banks, credit unions, investors and property managers nationwide. The company’s mailroom team of six distributes an average of 3,000 pieces of mail per day on behalf of their clients. In a typical month, this small team coordinates 100 pieces of Certified MailTM. Using manual Certified Mail processes— including hand-written forms and scanned documents—was slowing productivity and adding unnecessary cost. Frustrated, PFI turned to Neopost for a solution. Solution Neopost installed the easy-to-use, streamlined ConnectSuite e-Certify web-based solution. With simple training, PFI employees were quickly able to enter certified tracking numbers online directly to the United States Postal

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