How Chattanooga saves over $30k by using Documint

Meet Tony

Tony William’s role at Chattanooga Funding perfectly matches his kindhearted character. He’s active in his buyer’s journey from beginning to end, ensuring everything runs smoothly until they’re in their dream home. Tony will spend many hours ensuring their client’s needs are met by managing all documents and information needed for the process.

The Challenge

“It was making my job not fun and difficult”

With the booming housing market, Chattanooga Funding doubled in customers within a year. This meant constant documentation that Tony had to fill out. “I would block out areas, like insert address here, and then I would have to go get the address and copy and paste or type it in there.” It wasn’t just one document. Tony’s process entailed a promissory note, a deed of the trust agreement, and a security deed for over 20 clients at once.

He spent hours manually inputting data that would sometimes result in mistakes. Too much time was being wasted. And because too much time was being wasted, it cost them money too. This tedious process was holding up potential customers from working with them. After researching different companies to alleviate the time spent on his processes, Tony came across Documint.

The Solution

After researching different companies to alleviate the time spent on his processes, Tony came across Documint.

Time Saved

During Christmas break of 2021, Tony’s child was sick, and he had to get documents done. Tony describes being able to run into the office for only about 15-20 minutes and knock it all out while his son lay on the couch for his dad to finish work. This task used to take a few hours.

Any working parent knows what this feeling is like. The need to get deadlines in while family calls is always a tough situation. This was very impactful for Tony and his family.

“I would have had to find help to take care of my sick kid, because of the amount of time I would have been there doing documentation. But Documint allowed me to spend time taking care of my son. That was huge for me.”

Money Saved

Documint enabled Tony to integrate with Airtable(the database his company uses) to transfer all the necessary client information he needed for his documents. Customized variables will be placed in the template and autogenerate any previously manually entered information.

Tony realized he was saving a lot of money by:

1. Not having to hire someone else and
2. Not spending hundreds of dollars on other services that offer similar functionality.
   
   

“I don’t have to hire another person, we’re saving $35,000 to $40,000 a year just because I don’t have to find someone to do this”

Customer Service

“My first meeting with Josh is what literally sold me on everything”

“I can’t believe I’m getting this type of service for such a cost-efficient product.”

Results

The initial phase took time to set up, just like anything new process. The team worked with Tony to ensure everything ran smoothly with his integration so he could focus on saving precious time to spend on more important activity for his clients and family.