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In Movation WM, individual activities are automatically assigned to employees based on their role and your company processes. Every employee has a workspace that displays the task they are working on and which tasks need to be completed – automatically and in real-time. Managers can view the workload of their entire team and easily assign work and load balance as necessary. Movation WM can auto-complete tasks according to specific conditions or rules, enabling the definition of the process and engagement of workflow without impacting the productivity of your employees.
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Automated Workflow was great for its day, but it doesn't take into consideration the difficulty of training employees on new processes, the reduction of productivity while a new process is being implemented, or the ad-hoc and unique tasks that are inevitable in every mortgage transaction. Work Management is the next generation of Automated Workflow and takes task management to an entirely new level. By successfully combining process modeling, business intelligence, workflow, imaging, and business rules, Movation WM creates a flexible and intuitive tool to help drive efficiencies throughout your entire workforce.
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Work Management automates manual processes which delivers a higher level of efficiency for your company. But that is really just the beginning of the story. Work Management utilizes Movation Activity Queues (MAQs) to manage every member of your staff's day to day activities. Based on the process you setup within Movation, employees are delivered the next most important task they can accomplish for your company based on your priorities and process. |
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As former mortgage bankers, we know originating a loan isn't always a linear process - so we created our technology to accommodate just about every possibility you have to consider in the day to day activities of running a mortgage bank. For example, customers don't always get their conditions in on time, but that doesn't mean that the loan has to stop moving forward. Work Management can stop a loans progress if you desire, but that isn't always practical. In the event you do want to run a more fluid organization, Work Management gives you a visual overlay on your process that clearly identifies which steps are complete and which steps are unfinished. |
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Here is an example - a customer needs to clear the condition of delivering their W2. Driven by the email your customer received alerting them of this task (automatically, by the way), they securely log into Movation and upload an electronic version of their W2. As soon as the file is uploaded, the pertinent loan participants are notified that there is content that needs to be validated. But, guess what, the task was just resolved without your employee having to waste valuable time telling a system, manual or otherwise, that this step had been completed. |
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Work Management delivers tasks and organizes MAQs dynamically - meaning when your employee logs in, Movation generates their tasks and priorities on-demand. Movation WM also focuses your employee's energy by giving them exactly what is needed to complete the task. So, implementing a new process is as simple as this...your employee enters Movation in the morning and they start their day, like any other day, except on this day the process has changed behind the scenes. Because of how our Work Management functions, this has no effect on your employee, they just do what they always do - take it task by task, priority by priority, based on what is in the best interest of the company. This eliminates the need to train your employees and the decrease in productivity that typically accompanies a new process, but most importantly Movation WM ensures that the new process is followed to the letter of the law. |
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