01The friction
What was holding the brokerage back
A mid-sized brokerage processing 100+ cases per month found that document handling was their single biggest bottleneck. Case managers spent hours each day manually checking payslips, bank statements, and ID documents.
- Manual review of every document across every case
- Frequent back-and-forth with clients for missing or incorrect documents
- Inconsistent checking standards between team members
- Documents sitting in email inboxes rather than the case file
02The intervention
What we changed
Right Leap built an AI document checking system that automatically classifies incoming documents, extracts key data, and validates them against the case requirements, flagging issues instantly.
- Automatic document classification (payslips, bank statements, ID, etc.)
- Data extraction and cross-referencing against application details
- Instant flagging of missing pages, expired documents, or mismatched figures
- Automated client notifications requesting corrections or missing items
- Direct integration with the brokerage's existing CRM and document store
03The outcome
What changed
The brokerage moved from reactive document chasing to proactive validation, significantly reducing case processing times.
- 0%
- Reduction in manual document review time
- 0%
- Fewer document-related queries to clients
- 0days
- Average faster case progression
- 0%
- Document classification accuracy
“We used to spend half our day chasing documents and checking paperwork. Now the system does it in seconds and our team can focus on progressing cases.”