Some technology companies, believing that the mortgage process must remain a high-touch transaction as it struggles toward automation, are looking to trusted financial advisers to bridge the gap between borrowers and technology. of Salt Lake City and Celeris Financial Services, the Columbia, S.C., subsidiary of FleetBoston Financial, have focused their businesses on tapping new origination sources — real estate agents and mutual fund advisers, respectively — to guide borrowers through the automated mortgage process.

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