Examine your current mortgage processes from start to finish, and focus on the big picture. Look for tasks that can be eliminated and areas of concern. Don’t be afraid to ask a lot of questions about your current processes.
Next, look for bottle-neck and highly repetitive tasks. These types of tasks are ideal candidates for automation as are error-prone tasks, costly tasks, and business-critical tasks. Further, credit pulls, appointment bookings, FAQs, required document collection, customer updates, reminders, communication tracking, and more can all be automated.