June 27, 2022 • 5 min read
Communications are key to the success of any new initiative, and this is especially true when it comes to the rollout of mortgage workflow automation. There are many unknowns and assumptions with such a large undertaking, and good communication can have a huge positive effect. Our latest eBook series, "Creating a Culture of Automation in Your Organization," details how to embrace and create a clear automation strategy. In this blog, we’ll identify the key elements of impactful communication, which drive automated workflow adoption (before, during and after launch) and create a culture of automation.
A well-planned communication strategy will help drive adoption right out of the gate. Key messages need to be amplified during rollout, and continually reinforced throughout the process. Here are three key steps to consider:
A strong post-implementation feedback process will help drive overall project success. The more you engage your employees, the more open they’ll be to future initiatives. Most of our experts had a mechanism in place to communicate daily or weekly updates, FAQs, and tips. “We have weekly operations calls, which typically turn into working sessions, said Margie Ambrosio, Senior Vice President, Information Systems, George Mason Mortgage. “For us, they are the ultimate feedback loop, because we dig into specific files.”
Short user surveys are a simple way to measure user attitudes, satisfaction, and comfort levels related to new processes or changes. “We want to hear from our employees and get their feedback. And we respond,” said Michele Buschman, Senior Vice President, Information Systems, American Pacific Mortgage. “It’s important that we not only survey them, but also listen to what they’re saying and make the appropriate changes.”
Ready to learn more about deploying your mortgage automation initiative? Download the full version of Creating a Culture of Automation in Your Organization - Part 2, now.
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