Talk Data To Me | Certified Credit

Workflow Efficiencies [Episode 13]


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In a new era of loan manufacturing, workflow efficiencies and automation is the key to driving a better bottom line, identifying opportunities, and scaling your business with ease. 

In this episode of Talk Data to Me with Samantha Markwood, VP Client Success, and Jeff Woltemath, Strategic Account Executive, we will focus on the essential steps in your mortgage origination process, such as Credit Reporting, Lead Generation, Undisclosed Debt Monitoring (UDM), and Verification of Employment (VOE). During our discussion, we will outline ways you can optimize your workflow with powerful analytics, advanced borrower insights, and data, as well as discuss the importance of evaluating your strategy for cost savings, consistency, and error reduction. 

Learn more about solutions that help improve workflow efficiencies and automate key components of your loan manufacturing operations: 

Cascade Automated Suite

With data-driven solutions that simplify your process from lead generation to closing, the Cascade product suite infuses your lending life cycle with powerful analytics, advanced borrower insights, and the data you need to make more informed lending decisions. Learn More >

Connect with Jeff & Sam at TMC Chi-Town - September 25-27, 2022

These days, many mortgage discussions revolve around technological innovations. Data, digitization, and automation undoubtedly enhance the loan origination process. However, relationships are still the foundation of the mortgage industry. That’s why our data nerds don’t just focus on the latest technology, they also focus on you. 

Connect with Sam Markwood on LinkedIn 

Connect with Jeff Woltemath on LinkedIn

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Talk Data To Me | Certified CreditBy Certified Credit