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Technology Solutions

Richey May Technology Solutions provides the full spectrum of transformative solutions for your business.

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Business Advisory

Specializing in Mergers & Acquisitions, management reporting and operational improvements for you business.

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Technology Solutions

Richey May Technology Solutions provides the full spectrum of transformative solutions for your business.

Learn More

Business Advisory

Specializing in Mergers & Acquisitions, management reporting and operational improvements for you business.

Learn More

Contact Us

Richey May Headquarters
9605 S. Kingston Ct. Suite 200
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

Technology Solutions

 

Richey May Technology Solutions provides the full spectrum of transformative solutions for your business.

Learn More

Business Advisory

Specializing in Mergers & Acquisitions, management reporting and operational improvements for you business.

Learn More

Technology Solutions

 

Richey May Technology Solutions provides the full spectrum of transformative solutions for your business.

Learn More

Business Advisory

Specializing in Mergers & Acquisitions, management reporting and operational improvements for you business.

Learn More

Contact Us

Richey May Headquarters
9605 S. Kingston Ct. Suite 200
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

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Richey May Headquarters
9605 S. Kingston Ct. Suite 200
Englewood, CO 80112
Directions
303-721-6232
Mortgage

RPA for Mortgage Is All About Evolution, Not Revolution

Articles by: Richey May, Sep 03, 2020

It’s a safe bet your mortgage company changed a lot this year. While 2020 will forever be known as a year full of unique challenges caused by the COVID-19 pandemic, it’s also a safe bet you’ve experienced other years marked by huge changes at your company. It seems like every year there are several new technology tools, leadership changes, new recruiting programs, expansion or new channel development, acquisition, regulation, or significant economic events that require you to adapt and rewrite your business plan almost constantly. 

In an environment with so much change, implementing intelligent automation or robotic process automation (RPA) can seem like an impossible task. That’s why we’ve designed a highly-flexible approach that is minimally disruptive to your personnel and operations and targeted towards the manual, repetitive processes within your organization that yield the greatest ROI when automated. 

What you need  

RM Automate was designed with 6 key elements for RPA for mortgage in mind to help lenders of any size automate the processes that don’t build value and bog down your valuable employees with repetition. 

  • INTELLIGENT- Respond intelligently to customer behavior 
  • RAPID- Fast iteration, deployment and management by business users 
  • FLEXIBLE- Easily edited, enhanced and changed to deal with a constantly changing world 
  • MODULAR- Incremental architecture allows you to gradually “evolve” automation 
  • SCALABLE- Built to scale from low volumes up to 1000s of transactions per second 
  • END-TO-END- Capable of handling the entire automation lifecycle 

How we do it 

Discovery 

Our team digs into your process to start building an automation strategy. Our team identifies repetitive tasks and process requirements through in-depth interviews and testing. We also investigate governance policies and procedures as they apply to automated processes. We then develop requirements and draft a high-level design. 

Assessment  

The assessment uncovers which processes can and should be automated, focusing on those that will drive the greatest ROI within your organization. It also includes the estimated time implementation will take, as well as the steps, costs, and required internal resources. 

Implementation 

Our team will join yours to begin developing and testing the recommended automated processes. We use the agile framework, including unit testing, QA, acceptance test, production migration and change controls. 

Training and Adoption 

We thoroughly train your team in the new processes so that everyone not only understands how the system works but is able to use it to the fullest. We help you create an internal Center of Excellence within your staff, so you have the internal talent to make ongoing improvements or quick changes. 

Ongoing Consulting

Long after your RPA system is up and running, our team supports the solution and works with you on governance, controls and additional processes you want to automate or secure. As your RPA for mortgage partner, we continue to help you build your business and make it more efficient. 

Get started 

As experts in making people, process, and technology work better together, we have developed a proven system to ensure you implement the simplest and most effective RPA solution within your company. We focus on areas and processes that yield significant reductions to your cost to originate and sell loans. Talk to us today to learn more about our process or to get started with RM Automate.