Connect Mortgages used Box Automate to cut commission statement processing time down to one week
Blog post from Box
Connect Mortgages replaced a fragmented, largely manual commission-statement process with an automated workflow using Box Extract, Box Automate, and Box Hubs, reducing processing times from around a month to no more than a week. Previously, operations staff had to reconcile data manually across its CRM, Box, and Xero accounting software, while inconsistent statement formats and month-end file volumes increased administrative burden and error risk. The new process extracts key payment data and metadata from CRM-generated reports uploaded to Box, routes statements to finance for approval, matches recipients through a central account-ID hub, and provides representatives with secure access to finalized statements. By keeping data within Box’s governed environment, the company avoided third-party transfer risks while maintaining GDPR compliance, audit trails, granular permissions, and regional data residency. The workflow was configured in roughly two weeks without custom code, and its language-model-based extraction can adapt to changing document layouts through updated prompt instructions rather than new templates.
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