Using Workflow and People to Realize the greatest value by resource

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									Using Workflow and People to Realize the Greatest Value

By: Evelyn Salas Vice President – Information Systems

Goal: Reengineering lending process Implemented in Executive Mortgage Division
Improved customer service l Streamlined process l Supervisors can measure employees’ performance l Continuous evaluation of Best Business Practices
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MBA’s National Technology in Mortgage Banking Conference

Next Steps: Rollout to 6 other divisions Use same infrastructure Use same workflow platform
Copy baseline process l Modify to each specific division l Test process
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MBA’s National Technology in Mortgage Banking Conference

Planning
Operational research Team selection Roll-out plan Survey to teams of users Design flowchart of processes

MBA’s National Technology in Mortgage Banking Conference

Implementation
Hardware analysis Bandwidth requirements Database structure

MBA’s National Technology in Mortgage Banking Conference

Server Connection
Server Capacity is as follows:
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Server 1 - MortgageWare
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Server 1 MortgageWare

Server 2 FlowMan
SQL Database
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Dual PIII 800MHz 1GB RAM 30GB HD Dual PIII 933MHz 1GB RAM 30GB HD

Server 2 - FlowMan
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User Stations
MBA’s National Technology in Mortgage Banking Conference

Stages
Work Customization
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Process Testing
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Create the workflow process Build Integration Database mapping Scripting Custom screens Interfaces

Custom screens Scripts Printing Full process

Quality control Train users Move to production

MBA’s National Technology in Mortgage Banking Conference

Operational Results
Processing time
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Reduce the time it takes to process a loan by 35%

Customer service Eases business management
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Quality control Automation of manual tasks Adjusts business processes

Identifies work build-up

MBA’s National Technology in Mortgage Banking Conference

Maintenance
Continually improve the system
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Regulatory changes Changes in business conditions Integration of new lending products Integrate new business processes

MBA’s National Technology in Mortgage Banking Conference

Next phase workflow
Integrate external vendors into process
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Automated follow-up for information requests Map findings into tasks

Integrate imaging

MBA’s National Technology in Mortgage Banking Conference


								
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