RESEARCH PAPER: Driving Efficiency In Mortgage And Loan Processing

By Matt Kimball, Patrick Moorhead - September 26, 2023

As with every industry, the financial services industry (FSI) has seen a surge of digital upstarts challenge the norm. Securing a loan or mortgage can now be as simple as downloading an app and filling out minimal information.

Speedy, frictionless customer experiences are what digital transformation is all about. Time to value (TtV) is a key metric for businesses playing in the modern economy, and greatly simplifying the complexity (and time) for customers is a key TtV metric.

You can download the paper by clicking on the logo below:


Table Of Contents:

  • Situation Analysis
  • The Financial Services Industry Is Digital
  • The Challenges In The Mortgage And Loan Industry
  • Iron Mountain – Proven Solutions For Financial Services
  • How Iron Mountain Drives Efficiency
  • Summary
  • Figure 1: the Mortgage And Loan Processing Workflow
  • Figure 2: Iron Mountain FSI Services Portfolio
  • Figure 3: Managing Post Close With Iron Mountain

Companies Cited:

  • Iron Mountain
  • Rocket Mortgage


Matthew Kimball

Matt Kimball is a Moor Insights & Strategy senior datacenter analyst covering servers and storage. Matt’s 25 plus years of real-world experience in high tech spans from hardware to software as a product manager, product marketer, engineer and enterprise IT practitioner.  This experience has led to a firm conviction that the success of an offering lies, of course, in a profitable, unique and targeted offering, but most importantly in the ability to position and communicate it effectively to the target audience.

Patrick Moorhead

Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.