3 signs you need a Workflow and Technology Review with Recommendations

There is a reason annual Workflow and Technology reviews are recommended for companies with mortgage operations. A lot can change in a year, let alone the course of a few years, and that means you need to revisit what your company is doing throughout your day. Now is precisely when you need to evaluate your workflow and technology so that you are doing what you think you are doing, along with using the most appropriate technologies.

You should contact us for your annual workflow and technology review if any of the following has happened:

1) Business Changes

The only constant in mortgage is change. Add a team, reorganize your company, or pivot with market changes…of course you did, so now is the time to make sure your entire company is aligned correctly

2) Technology Changes

Are you using the Encompass® platform as your LOS? With all of the annual updates across all of the parts, you had better understand what happened this year, and you need to make sure you are leveraging every setting you are paying for to its fullest—also using another platform for your POS, CRM, PPE, Docs, Servicing, or Accounting? If you are, then you need to make sure you let us show you how you are using all of those different platforms to make your company run efficiently and effectively.

3) Admin Personnel Changes

Downsize your Encompass® administration team? Outsource support resources? Promote someone into the position from within? You must ensure they understand what needs to be addressed at each critical, urgent, and essential level.

Learn more and request a Workflow and Technology Review with Recommendations today!

Encompass Health Checks are not a one-size fits all engagement. Our experienced consultants work with your organization to review your current workflow and Encompass configuration in-depth to make individualized, detailed, and actionable recommendations to deliver added system benefits and increased productivity.