Dynamatix

CASE STUDIES

A Complete Library

Explore our case studies to discover how leading teams solved
high-friction problems, modernised legacy workflows, and
delivered measurable impact without the heavy lift.

Explore our case studies to discover how leading teams solved high-friction problems, modernised legacy workflows, and delivered measurable impact without the heavy lift.

All

Mortgage

Insurance

From Underwriter Discretion to Focused Alerts with Catura

Industry

Mortgage

Replaced subjective underwriting with rules-based alerts and automated validation reducing manual effort by 40% and cutting decision time by 35%.

Automating Mortgage Packaging Checks to Cut Triaging Time Using Docunex

Industry

Mortgage

Reduced triage time by over 60% by automating mortgage application checks, flagging missing documents instantly, and eliminating back and-forth with brokers.

Automating the Completions Process with Catura – Efficient, Accurate, and Fool-Proof

Industry

Mortgage

Eliminated costly delays & manual chasing by automating the completions checklist, ensuring all legal & funding steps were tracked, verified, & audit-ready.

Enhancing Customer Visibility Using Dynamatix Interact

Industry

Mortgage

Whether you're starting fresh, mid-rollout, or cleaning up after a bad fit, this is your playbook for choosing the right legacy transformation partner.

From Excel to Web – Securely Unlock Broker Affordability Checks Using Your Internal Excel Calculation Model

Industry

Mortgage

Transformed internal affordability models into secure web tools allowing brokers to self-serve.

Intelligent Broker Portal – With Instant Packaging Feedback

Industry

Mortgage

Turned broker submissions into clean, complete packages with real-time feedback and validation tripling first-time submission quality without CRM changes.

All

Mortgage

Insurance

From Underwriter Discretion to Focused Alerts with Catura

Industry

Mortgage

Replaced subjective underwriting with rules-based alerts and automated validation reducing manual effort by 40% and cutting decision time by 35%.

Automating Mortgage Packaging Checks to Cut Triaging Time Using Docunex

Industry

Mortgage

Reduced triage time by over 60% by automating mortgage application checks, flagging missing documents instantly, and eliminating back and-forth with brokers.

Automating the Completions Process with Catura – Efficient, Accurate, and Fool-Proof

Industry

Mortgage

Eliminated costly delays & manual chasing by automating the completions checklist, ensuring all legal & funding steps were tracked, verified, & audit-ready.

Enhancing Customer Visibility Using Dynamatix Interact

Industry

Mortgage

Whether you're starting fresh, mid-rollout, or cleaning up after a bad fit, this is your playbook for choosing the right legacy transformation partner.

From Excel to Web – Securely Unlock Broker Affordability Checks Using Your Internal Excel Calculation Model

Industry

Mortgage

Transformed internal affordability models into secure web tools allowing brokers to self-serve.

Intelligent Broker Portal – With Instant Packaging Feedback

Industry

Mortgage

Turned broker submissions into clean, complete packages with real-time feedback and validation tripling first-time submission quality without CRM changes.

Empowering Broker-Driven Growth Through Excel Calculator Automation

Industry

Insurance

Enabled secure, broker-facing pricing tools using existing Excel models - boosting quote requests by 20% in two months, while protecting actuarial IP.

Enabling Automated Claims Triage Through EUC-Powered Workflows

Industry

Insurance

Standardised claims triage by wrapping Excel models into API workflows -cutting triage time by 60%, enforcing consistency, and enabling audit-ready decisions.

Automating Reinsurance Bordereaux Processing with EUC Lock

Industry

Insurance

Cut bordereaux processing time by 70% through Excel to-API transformation - streamlining validation, mapping, and reporting without losing legacy model logic.

All

Mortgage

Insurance

From Underwriter Discretion to Focused Alerts with Catura

Industry

Mortgage

Replaced subjective underwriting with rules-based alerts and automated validation reducing manual effort by 40% and cutting decision time by 35%.

Automating Mortgage Packaging Checks to Cut Triaging Time Using Docunex

Industry

Mortgage

Reduced triage time by over 60% by automating mortgage application checks, flagging missing documents instantly, and eliminating back and-forth with brokers.

Automating the Completions Process with Catura – Efficient, Accurate, and Fool-Proof

Industry

Mortgage

Eliminated costly delays & manual chasing by automating the completions checklist, ensuring all legal & funding steps were tracked, verified, & audit-ready.

Enhancing Customer Visibility Using Dynamatix Interact

Industry

Mortgage

Whether you're starting fresh, mid-rollout, or cleaning up after a bad fit, this is your playbook for choosing the right legacy transformation partner.

From Excel to Web – Securely Unlock Broker Affordability Checks Using Your Internal Excel Calculation Model

Industry

Mortgage

Transformed internal affordability models into secure web tools allowing brokers to self-serve.

Intelligent Broker Portal – With Instant Packaging Feedback

Industry

Mortgage

Turned broker submissions into clean, complete packages with real-time feedback and validation tripling first-time submission quality without CRM changes.

Solutions

Legacy Transformation

Company