Case Study

GreenPath Financial

Financial Services

Standardized loan processing cutting approval time by 52% with 100% regulatory compliance.

Challenge

Different loan officers followed different procedures with no standardization
No visibility into where applications were stuck in the pipeline
Missing documents delayed closings and caused compliance issues
Regulatory audit preparation consumed weeks of staff time
Applicants couldn't get accurate status updates on their applications

Solution

GreenPath implemented Stocky Space to track every loan through four clusters — Application Intake, Underwriting, Decision & Approval, and Closing & Disbursement. Mandatory data capture at each transition ensured complete documentation, and SLA monitoring flagged bottlenecks before they caused delays.

Results

Metric	Before	After
Application-to-funding time	21 days	10 days
Applications stuck > 5 days	35%	8%
Audit preparation time	3 weeks	4 hours
Regulatory findings	12 per audit	0
Customer satisfaction	62%	91%

“Every audit was a nightmare. We'd spend three weeks pulling files and praying we hadn't missed anything. It was unsustainable.”
Patricia Nguyen, Chief Compliance Officer