Plug In, Power Up: How Your Mortgage Tech Partner Can Drive a Successful Implementation

Implementing new mortgage technology doesn’t have to be a heavy lift. This webinar will outline key strategies for a successful rollout – from building a focused, cross-functional team to setting clear goals, gathering requirements, and defining realistic timelines. You’ll learn how to collaborate effectively with your tech partner, establish strong communication protocols, and design a testing and training approach that supports long-term adoption. Whether your team is mid-implementation or just getting started, this session will provide a practical playbook to reduce friction, avoid common pitfalls, and go live with confidence.

Key Focus Areas:

• Planning and follow up pre- and post-implementation
• Building a lean, decision-ready implementation team
• Defining and prioritizing system requirements early
• Setting phased timelines with built-in feedback loops
• Aligning communication channels and escalation paths

• Rachael Harris
• Joy Gilpin