Case Study Deskcasestudydesk.com
Banking & MortgageSourced

Case Study: First United Bank cuts verification spend by 65% with Argyle

First United Bank Case StudySourced & dated by Case Study Desk
Key facts · TL;DR
Company
First United Bank
Industry
Banking & Mortgage
Challenge
Escalating per-file verification costs at scale
Headline result
65% reduction in verification spend

Key results

65%
Reduction in verification spend
$125K to <$40K
Monthly verification cost
Approximate
47%
Verification completion
In peak months

The challenge

First United Bank, a privately held community banking organization established in 1900 with approximately $16 billion in assets and more than 80 locations across Texas and Oklahoma, ran a distributed retail mortgage group of roughly 100 loan officers. As loan volumes grew, third-party verification that once cost $20 to $25 per file became a meaningful expense, prompting the bank to centralize ordering and push verification later in the loan process, which reduced early borrower engagement.

The solution

First United partnered with Argyle to embed payroll-based verification of income (VOI) and employment (VOE) directly into its LiteSpeed point-of-sale platform, with native integration to its Encompass loan origination system, restoring point-of-sale verification.

We feel comfortable putting payroll-based VOI and VOE in front of every borrower. At Argyle's price point, even if more than half complete the verification, the economics still make sense.

GC
Gerrin Chenault
VP & Director of Project Administration and Mortgage Systems, First United Bank

The results, in context

First United cut verification spend by 65%, lowering monthly costs from approximately $125,000 to under $40,000. With verification reintroduced at the point of sale, completion reached 47% in peak months, reflecting stronger borrower engagement.

Products used

Argyle Argyle Direct Payroll (VOI/VOE)Argyle LiteSpeed POS integration