Opinion: the future of digital workflows combines flexibility with personalization

For those in the mortgage space, there are a myriad of technology solutions claiming to help streamline lending operations and improve efficiency. These workflows help title and settlement companies track how data and decisions flow from initiation to outcome. Yet, somewhere along the steady stream of tasks, we’ve lost the personalized touch. When investing in a technology that someone else designed to automate workflows, it’s important to ask — how do I make this workflow work for me? Workflows are slightly different for most title and settlement companies since each has underlying processes and specific needs. That’s why the key is in implementing a platform that’s flexible enough to handle each unique need so you can maximize your offerings — your flow. After all, technology should serve the experts and work for them, not force the experts to change their processes to fit a predetermined workflow. Digital workflows should supplement expertise, not replace it This obsession with workflows revolves so much around what the technology can do, that we forget the real reason why the technology was built and who it was designed to serve in the first place. Lenders and title and settlement providers are trying to reach […]

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