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Thought Paper

6 Steps to Kickstart Your Mortgage Automation Project

6 steps to kickstart yoru automation project

Get Started with Mortgage Automation

Planning and preparation are crucial steps before initiating a mortgage automation project, especially when focusing on middle- and back-office functions. These preliminary stages lay the groundwork for a successful implementation, ensuring that the automation aligns with the specific needs of each function. In addition to this infographic, we recommend:

  • Reaching out to your peers who have had success in automation
  • Circulating concepts of automation within your organization
  • Talking with a provider of SaaS and automation about their solutions and integrations
  • Attending a Genius-to-Genius mortgage forum or catching up on past forums!


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