Strategy Meets Automation: An Innovation Workshop

NYSE. Two days. Innovation starts here.

What does this workshop cover?

Where do you start when everything feels like it could be improved? The good news is you don't have to overhaul your entire operation at once. Encompass innovation tools let you begin with a few targeted changes and build from there regardless of which Encompass interface your users work in.

In this workshop, we'll walk through the workflow of a Loan Processor and show you where automation can make an immediate difference. You'll learn how to assess your users' day-to-day tasks, spot the places where time is slipping away, and put the right tools to work by automating services so your team can focus on exceptions instead of routine steps, automating Enhanced Conditions so underwriting doesn't get buried in manual work downstream, and using the Scheduler to keep time-sensitive steps like credit decision deadlines moving without anyone watching the clock.

The result? More loans closed in less time, without adding headcount or overhead. And when the next volume surge hits, your operation is already built to handle it.

Who should attend?

• Encompass administrators
• Business analysts
• Managers
• Decision makers

Do I need to have any experience to attend?

No — this class is designed so everyone can follow along regardless of your experience level. If you'd like additional context on any of the innovation tools we'll cover, such as Workflow Rules, Workflow Tasks and Workspaces, Services, Notifications, or the Scheduler, complimentary on-demand videos and instructor-led sessions are available to explore before or after the class.

What will you be able to do after attending this workshop?

• Identify where automation will have the most immediate impact on your users' workflows using a consultative approach
• Design automated workflows using the latest innovation tools
• Implement automated and exception-based workflows to streamline the origination process

Date: August 6 & 7

Location: New York Stock Exchange
Tour included!