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RPA · Banking

Automating Loan Origination at a Regional Bank

Deployed an end-to-end UiPath solution to automate loan-application intake, KYC checks, and underwriter handoff for a top-50 US regional bank.

78%Faster cycle time
$2.4MAnnual savings
24/7Bot operations

Tektra partnered with a top-50 US regional bank to redesign their loan origination workflow. The existing process required manual data entry across five systems, with average handoff times of 3-4 days.

The Solution

We built an end-to-end UiPath automation that handles application intake, KYC and AML checks, document classification, and underwriter routing — with humans in the loop only where required.

Outcomes

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