Servbank Partners with Sutherland to Achieve 30% Monthly Service Cost Savings with Conversational AI
30%
Reduction in monthly service costs3.5x
Increase in inquiry handling capacity7,500
Monthly customer interactions managed by the chatbotClient Overview
Servbank is a mortgage servicer committed to helping customers “own a piece of the American pie” by offering comprehensive homeownership solutions.
The Challenge

Tackling Call Volume Surges and Elevating the Customer Experience
Servbank struggled with major spikes in account-related inquiries, particularly during the early days of each month when payment due dates triggered heightened customer activity. Although self-service payment options were available, a large volume of simple yet critical queries overwhelmed support channels, leading to unresolved issues, increased wait times, and growing customer dissatisfaction.
Beyond call center congestion, Servbank also grappled with other service challenges: delayed email response times, scheduling conflicts for property inspections, and persistent issues managing recurring payment cancellations. These compounding service gaps underscore the urgent need for a more efficient, customer-centric solution to enhance responsiveness and protect customer loyalty.
Sutherland Solution
Implementing Intelligent Automation for Proactive Support

Sutherland collaborated with Servbank to deploy a comprehensive strategy centered on intelligent automation:
- Development of a Customer-Facing Chatbot
Designed and implemented a conversational AI chatbot powered by machine learning to handle frequently asked questions and provide self-service options for customers. - Real-Time Interaction Analysis
Scanned agent-customer interactions across all channels to predict potential negative outcomes and identify areas for improvement. - Agent Training Enhancement
Provided agents with insights from customer interactions and tips to guide customers effectively, improving overall service quality.
The Outcome

Empowering Proactive Customer Support Through Intelligent Automation
Sutherland partnered with Servbank to design and implement a comprehensive, future-ready support strategy driven by intelligent automation. The initiative focused on three key pillars:
- Customer-Facing Virtual Assistant Development
Sutherland designed and deployed a conversational AI-powered virtual assistant, leveraging advanced machine learning to handle frequently asked questions and offer self-service options. This streamlined customer interactions, reduced wait times, and empowered users to quickly resolve simple inquiries on their own. - Real-Time Interaction Intelligence
The solution continuously monitored agent-customer interactions across all communication channels, enabling early detection of potential dissatisfaction. By proactively identifying negative sentiment trends and service gaps, Servbank could intervene before issues escalated, significantly enhancing customer experience. - Agent Enablement Through Data-Driven Coaching
Insights gleaned from real-time interactions were channeled into actionable guidance for service agents. This included tailored coaching tips and communication strategies, helping agents engage more effectively with customers and deliver consistently higher service quality.
30%
Reduction in monthly service costs3.5x
Increase in inquiry handling capacity7,500
Monthly customer interactions managed by the chatbotLearn More About Our Mortgage Services?
Related Insights
Mortgage Servicing: Driving Better Business Outcomes in an Uncertain Economy
Discover digital strategies that will help you service loans with speed, ease, and accuracy, optimizing your portfolio retention in even the toughest economy.
Read MoreAchieve Better Outcomes with Sutherland Mortgage Processing Services
With the right digital strategy, you can drive reliable mortgage performance even in the most volatile market. Learn how to deploy digital solutions like intelligent automation, conversational AI, predictive analytics, and real-time data to achieve better mortgage outcomes for your business and your borrowers.
Read MoreMortgage Servicing: Top Ways to Boost Your Bottom Line
Mortgage originations skyrocketed by 82% in the past three years, compared with the prior three year period.
Read More


