Your team has a manual workflow that you want to automate. But what do you start with? Here are 3 things you can automate in any workflow 👇 🎯 Workflow triggers ↔️ Workflow rules ✅ Workflow actions When carrying out a workflow, your team does 3 things: ↳ Observe what happens ↳ Decide what next action to take ↳ Perform an action And that’s pricey 3 components of the workflow that you can automate: ↳ Workflow triggers: Automatically notify of workflow events. ↳ Workflow rules: Automatically create workflow tasks. ↳ Workflow actions: Automatically complete workflow tasks. You can automate only one or all 3. Automate triggers, and your team will spend less time looking for work and act promptly. Automate rules, and your team will remember to perform the right action at the right time. Automate actions, and your team will spend less time doing repetitive tasks. Automate all 3, and you have end-to-end workflow automation that requires human involvement only if something goes wrong. #mortgage #operations #lending
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Did you know that our software development and innovation are based on the Lean Six Sigma approach? Lean Six Sigma is a process improvement approach based on team collaboration that removes unnecessary operational and process variations. The end result? Less distraction and improved performance. We constantly add value to Salestrekker and the suite of brands we intend to roll out in the future. Read the latest update from Dalibor Ivkovic here - https://ow.ly/Ho3550R1RvT #mortgage #lending #CRM #software #automation #salestrekker
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Case Study: Transforming Business Operations with Bespoke Software (while displacing $5k/mo of SaaS subscriptions). Struggling with fragmented systems and high costs, a leading real estate and mortgage company sought a transformative solution. Enter AscendWare, delivering a game-changing software solution that revolutionized their operations. 🔍 **The Challenge**: Managing operations with four different software packages led to inefficiencies and poor collaboration. AscendWare identified critical pain points: - Fragmented Systems - Poor Collaboration - Data Management Issues - High Costs - Visibility Challenges - Software Redundancy 💡 **The Solution**: AscendWare introduced a multitenant, integrated system that consolidated operations, offering cost savings, enhanced collaboration, and increased business valuation. Key features include: - Cost Savings: Cutting SaaS expenses by $5k/month - Unified Platform: Streamlining operations for efficiency - Enhanced Collaboration: Facilitating seamless teamwork - Data Control and Customization: Ensuring regulatory compliance - Revenue Generation: Creating new income streams - Increased Business Valuation: Adding intellectual property value Learn more about this successful transformation: [Case Study Link](https://lnkd.in/e3eXuAXn) #AscendWare #SoftwareSolution #RealEstate #Mortgage #CaseStudy #Innovation
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How is borrower intelligence different from a CRM? ▶ The TrustEngine Borrower Intelligence Platform™ listens, anticipates, and responds to individual borrower needs through data. It is the core of data-driven mortgage performance marketing. ▶ Unlike CRMs, it uses continuous measurement and refinement to optimize customer acquisition and retention. ▶ The focus is on understanding borrower needs and dynamically orchestrating an advice-focused customer experience that prioritizes borrower outcomes rather than marketing campaigns with generalized content. ▶ Buying a house is one of people's most important financial decisions. Initial impressions made in your upper funnel—the acquisition and retention of customers —set the tone for a borrower’s entire customer experience and relationship with you. ▶ The way borrowers are educated also makes the difference. When borrowers feel heard and understand their loan options, they are more likely to commit—leading to higher application rates, an accelerated funnel and reduced deal fallout. ▶ But it’s easier said than done. A successful Borrower Intelligence implementation requires lenders to: - Anticipate borrower needs - Individualize each borrower interaction - Empower your team to coach - Continuously measure and optimize performance _ _ _ _ _ _ _ _ _ >>> Discover how TrustEngine's industry-leading solution can help you thrive in any market: https://hubs.ly/Q023Sk1M0 #LendingSuccessEngine #SpeedtoNeed #PeopleNotProspects #AlwaysBeCoaching #OptimizeforSuccess #MortgageIndustry #FinTech #LoanOfficer #SalesBoomerang #MortgageCoach #TrustEngine #NoBorrowerLeftBehind
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How did GA get started? Our CEO, Tim Armbruster, explains how Grind Analytics actually started within a mortgage company and the hole we filled – we saw data separated into disparate systems and the benefits of bringing all of that data together to give a picture of how a business is running. Listen to Tim here and https://lnkd.in/eMSBCwX4 for more information. #business #businessintelligence #grindanalytics #data #datacollection #dataanalytics #machinelearning #artificialintelligence #operations #businessoperations #CRM #clients #technology #IT #growth #AI #solutions #Csuite #Fortune500 #tech #executives #decisionmaking #development #developers #consulting #mortgage #lending #insurance #applications #datasecurity #riskmanagement
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Is Your Business Struggling with High Fixed Costs? Let’s Turn Them into Opportunities! 🚀 At Avanze, we believe in the power of flexibility. Our variable cost model is designed to adapt to your unique needs, helping you achieve greater efficiency and control over your expenses. Why be bound by fixed costs when you can scale as you grow? 🌱 🔹 Unlock Agility: Scale your costs in sync with your business needs. 🔹 Boost Efficiency: Achieve up to a 40% reduction in operational costs with our seasoned production teams and cutting-edge decision engines. 🔹 Experience Customization: Say goodbye to one-size-fits-all. Our solutions are tailored to fit your requirements, ensuring maximum impact and value. 🎯 From title insurance companies and investors to mortgage servicers and lenders, if you have a title need, we’ve got the expertise and solutions to meet it. 💼💡 Let’s work together to transform your title production process—more flexibility, more savings, more success! 🌟 Ready to explore new possibilities? Reach out to us at reachus@avanzegroup.com and discover how we can help you thrive. #TitleInsurance #CostEfficiency #VariableCostModel #BusinessGrowth #TitleProduction #Avanze #Innovation Dinesh Valecha Mikel Martin Raju Varada #Success #ShowUp #Commitment #CareerGrowth #PersonalDevelopment #knowAvanze #STACX #PostClosing #Efficiency #Automation #FinancialServices #ProductivityBoost #MortgageOutsourcing #Innovation #TechSavvy #ClientAppreciation #TeamAvanze #ExcellenceInAction #TitleBusiness2024 #FutureReady #DataSecurityLeaders #InnovativeSolutions #Leadingchange2024 #titleunderwriting #TitleClosing #TitleAgents #bestcustomerservice #TitleSearch #Policyproduction #titleplants #TitleCompany #Mortgage #taxcerts #commitmenttyping #outsource #outsourcing #staffing #Reducecost #Profitmaximisation #TitlePolicy #TrustedPartner
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According to Christian Paterson, Founder of Auctus Coaching: "The big demand ticket brokers are most excited about is group tasks. Salestrekker 2.0 is meeting the demand for brokers to prioritise their tasks, assign them to teams and ensure they remain categorised as critical so workflow can’t move forward unless it’s completed. It’s the only way to standardise processes and remove potential errors. Plus, ensure you remain compliant. What this gives broker firms is greater control over the process and then the customer service outcome. Nobody wants a diminished customer experience. And from our industry experience, the simplest way to write more loans is to put the processes in place to facilitate new leads." https://ow.ly/XJ4S50R2SEq #mortgage #lending #CRM #software #automation #salestrekker
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Looking for a real return on your consulting spend? okay delivers quick wins and longer term automation that will leave you questioning why you waited so long. She's great at "thinking big thoughts"... but for those of us tired of ideas and wanting concrete results? Email her now jaki@getbigthink.com
Automation Architect and Mortgage Operations Oracle. Consultant. Writer. Storyteller. Veteran's Support Champion.
I am on 🔥 FIRE 🔥 to offer the 'Automation and Process Optimization Assessment' through Big Think Mortgage Consultants. If you are looking for holistic system excellence and have an intent to automate everything possible within your risk thresholds, reach out. ALL tailored to your company because nothing is one size fits all these days. Connect with us to invest in one, or all of the below and achieve your goals fast. 📧 jaki@getbigthink.com. 1. Initial Assessment 2. Identify Quick Wins 3. Deep-Dive Systems Analysis 4. Customized Recommendations 5. Technology Eco-System Strategy 6. Implementation Support 7. Ongoing Evaluation Management 8. Automation of individual tasks or complete departmental functions Choose your own adventure and start your excellence journey today!!! Mark Moloughney Michael Hammond JD, CMT Jeff Ross Ruth Lee, CMB Bill Merryman Peter Rochford www.getbigthink.com
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3 Features to Look for When Adding to Your Tech Stack! Discover how TechMor's AI-driven solutions can revolutionize your mortgage process: 1. Leverage AI Technology: Automate key tasks like risk analysis and document verification to reduce errors and speed up loan approvals. 2. Enhanced Compatibility: Our platforms effortlessly integrate with your existing LOS/POS systems, ensuring smooth data flow . 3. Customizable and Scalable Solutions: Dramatically improves underwriter productivity using your overlays and credit policies. Frees up underwriters to work with the Sales Teams, AE’s, LO’s and Clients on making deals work and clearing conditions. Discover more at TechMorservices.com. #MortgageUnderwriting #AIDrivenSolutions #CustomerExperience Why does this matter to you? Faster approvals mean happier clients and a more efficient workflow. Ready to revolutionize your mortgage process? Let's discuss it! TechMorservices.com | (650) 252-0184 Follow @TechMor Systems for more updates and insights on transforming your business! . . . #mortgageloans #loanofficer #mortgagelender #homeloans #mortgagebroker #loans #investments #mortgage #ai #finance #investment #money #loan #mortgagebroker #mortage #broker #mortgagepreapproval #investing #MSR #bulktrades #UnderwritingInnovation #AIInFinance #TechInnovation #TechMorSystems
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🚀 Ready to streamline your financial document processes? In our new Ninjaneering article, discover how OutSystems MVP + Tech Lead Raphael Ranieri revolutionises mortgage processing with OutSystems, slashing manual efforts and IT overhead 👉 https://lnkd.in/gV9k4-gg #OutSystems #OutSystemsPartner #FinancialServices #DigitalTransformation #PhoenixDX #softwaredevelopment #outsystemsdeveloper #lowcode
Streamlining Mortgage Processing: How Automating Financial Document Validation Enhances Efficiency
phoenix-dx.com
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Hello everybody! Sharing this article, where we explain how we created a dynamic rules engine, in one of our OutSystems projects in PhoenixDX, to speed up the process of document validation. The idea of this project was to allow business users to target specific data from two or more different external sources and create custom rules to compare them. And best of all... everything can be done by business users themselves, using user-friendly UI, without the need for developers to keep coding each new rule. In this article we talk about the main technical challenges, how we overcame them and the enormous value this brought to the business. Let me know your thoughts :)
🚀 Ready to streamline your financial document processes? In our new Ninjaneering article, discover how OutSystems MVP + Tech Lead Raphael Ranieri revolutionises mortgage processing with OutSystems, slashing manual efforts and IT overhead 👉 https://lnkd.in/gV9k4-gg #OutSystems #OutSystemsPartner #FinancialServices #DigitalTransformation #PhoenixDX #softwaredevelopment #outsystemsdeveloper #lowcode
Streamlining Mortgage Processing: How Automating Financial Document Validation Enhances Efficiency
phoenix-dx.com
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