6 Steps to Kickstart Your Mortgage Automation Project
![6 steps to kickstart yoru automation project](/wp-content/uploads/2023/12/Social-post-Square-Shape-38-800x800.png)
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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