Visdom, a Canadian mortgage company, faced challenges with fragmented data across six applications and manual, paper-heavy mortgage processes exceeding 50 pages per user. Bista Solutions implemented a modular ERP solution using Odoo, integrating tools like Atmail, Morweb, Equifax, Visdom’s internal webform, and an underwriting app. This enabled seamless email, credit check, and form data management. A daily task list improved project transparency. The result: a unified system that eliminated paperwork, streamlined mortgage processing, and enhanced efficiency through real-time tracking and automation.

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