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Mortgage Workflow Automation

Improve efficiency. Reduce time & cost of origination. Focus your people on tasks that matter.


Identify time consuming and repetitive workflows in your process.

Break down the tasks, discover all stakeholders involved, the data flows, the decisions involved.

Sequence the steps. Define the pre-conditions for the process to begin, and any exceptions to the flow.

Generate a process map. 


Validate this visual flow with the stakeholders. Analyze bottlenecks and determine potential opportunities for improvement.

Now that you have a great understanding of the workflow, automate the process. Start small with one workflow and put together a plan to implement & roll out the automation.

Potential processes to automate in your flow

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Initial disclosure package

Service orders such as flood, AUS


Initial CD

Post-closing CD


Mortgage Workflow Automation

Go beyond your dreams

Taliun has deep expertise in mortgage lending. We are experts in LOS solutions like Encompass and have the technical expertise to leverage APIs and RPA tools to automate your workflow. Click here to schedule an initial consultation call 
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