From Process to Profitability

Our leading teams, methodologies and tools capture, analyze, and convert business and technology process data into strategic roadmaps that identify opportunities to automate and optimize origination and servicing operations.

Platform and Process Visualization


Our business process tools and proprietary Process Automation Roadmapping methodology gives businesses complete task-level visibility into their mortgage processes. Our solution:

  • Enables dynamic visualization of data, roles, tasks, risks and functions

  • Analyzes system utilization, manual processes, wait times, and duplication of tasks

  • Uncovers manually intensive tasks, process bottlenecks and opportunities for business rule development and automation

  • Identifies gaps between functions, risk management, process controls and best practices

  • Detects overwhelmed or underutilized staff and produces effective capacity management models

Our proprietary methodology pairs process automation with advanced process intelligence and project roadmapping to:

  • Deliver a process intelligence report quantifying findings by cost and potential impact

  • Prioritize recommended processes and project for maximum efficiency and bottom line effectiveness

  • Convert process data into meaningful financial management data and project roadmaps

  • Produce an accurate cost-per-loan built bottom-up from the task level instead of top-down based on salaries and volume, giving clients the necessary granularity to move forward with automation projects.

  • Identify optimal tools for accelerating automation such as robotics process automation (RPA), algorithms, machine learning, or business process management (BPM)


Findings and Roadmapping