Case Study
Union Capital realizes rapid ROI using Kofax AutoStore
CUS T OMER SPO TLIGHT Union Capital realizes rapid ROI using Kofax AutoStore Summary Union Capital Mortgage Corporation is an Ohio-based company that specializes in the origination of residential mortgage loans since 1995. Their offices, located in Ohio and Florida, offer conventional, VA and FHA loans. Union Capital finances their own loans, allowing for greater flexibility than mortgage brokers in obtaining rates. Challenge Union Capital experienced considerable space limitations associated with the federal seven-year mortgage document retention requirement. In addition to space constraints, employees required a significant amount of time to locate and fax 150 to 250-page mortgage packs between offices. These documents were held in storage boxes located throughout buildi