Creating a culture of automation in your organization - Part 1

How 4 top lenders embraced automation across their business


Automation brings new opportunities to mortgage lenders – from streamlining operations, to improving customer experience, to gaining a competitive edge. The key is approaching it as a business strategy that’s clearly aligned with your business goals.

This eBook is the first in a two-part series on creating an automation culture within your organization. In this initial offering, we tapped into the expertise of four industry-leading lenders to identify best practices for the strategic and planning parts of the process – from deciding when to automate to developing the solution and a clear change management plan.