Time to Pivot!

Are you looking for expert assistance with your company's implementations, plugins, support, training, advice, guidance, insights, and strong opinions? Keep reading!

If watching the MBS market is not your "thing," heads up, money just got more expensive, and the fallout will be enormous for some companies. If you were among many hoping for a better interest rate situation in 2023, this might break those plans. I am writing this because, as a business owner, I must always plan for success and failure. It is part of my job as well as every leader, to have plans A through Z thought through so that when the unexpected happens, the company can pivot. Now is the time to get to work on your next pivot.

I challenge you to review your existing tech stack and vendor stack immediately. You need to know you have options, and you need to evaluate them now. I created Mortgage Workflow Partners Inc. for these exact moments when companies need a more affordable and complete solution to help support all mortgage operations and administration. I know this market because I started in mortgage banking in 1993. I have been through years personally making over $400,000 (2003) and a lot less in many other years, even losing my own mortgage company in 2008 that I started. After making countless mistakes and learning how to pull victories from them, I know what it takes to pivot.

If you are closing 50 or fewer loans monthly, you pay $1,500 per month with our Tier-1 support service. We cap that offering at $3,500 per month with no limit on the size of your company. More details here - https://www.workflowpartners.org/admin-user-encompass-and-workflow-support

If you are implementing Encompass®, we offer the most comprehensive implementation package because we not only help you design your workflow to optimize the Encompass® platform, but we teach your soon-to-be Encompass® Administrator. Implementations start at $15,000 and vary depending on your scope and needs. Details for the implementation can be found here - https://www.workflowpartners.org/encompass-implementation, and details for the Administrators Mastering Encompass® can be found in the Mastering Encompass® community by clicking here - It is 100% free to join the community if you want to do that. The training can be subscribed to or included in your engagement, depending on what you want to do.

If you are a company that relies on plugins to enhance or automate your Encompass® experience, then you need to review the special partnership we set up with Awesome Technologies Inc. for our clients. You will have access to their entire API and SDK library of plugins and automation for $299 per month and $6 per closed loan, with a monthly cap of $1,500. There is nothing like this anywhere else in the market, so contact us today to take advantage of this offering. https://www.workflowpartners.org/contact

If you need to put it all together to find a partner that supports your entire company, your admins, your plugins, and your training, then take it all under one offering. I will create what you need because that is what I do. I know what it takes and have the resources to get you what you need from everywhere. I advocate for your success and will transfer my knowledge and expertise in every way possible in our engagement.

I am always available for a call if you want to dig in more.

Larry B.


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