Operational Efficiencies are achieved through internal and external communications that
appropriately guide the customers, loan officers, and other parties through the steps of your
company’s loan approval process.

A successful mortgage marketing workflow helps prevent a loan from getting left behind or
forgotten and that any of your internal team members can quickly discover the status of the loan
to assist it through the approval process.

This eBook covers:

• • • • • Grading the effectiveness of your current automation strategy
        • How to improve your loan origination process
        • Increase your customer satisfaction rates