Author Description

Technology won’t save broken processes—it will magnify them. In an industry obsessed with automation, artificial intelligence, and digital mortgage platforms, Workflow Before Technology delivers a grounded, field-tested message: fix your workflow first—or prepare to pay the price. Written by mortgage operations veteran and Encompass® expert Larry Bailey, this book is your step-by-step guide to transforming how your lending business runs—before layering on expensive tools. You’ll learn how to: Map, measure, and optimize your existing workflows Eliminate rework and inefficiencies before investing in automation Implement task-based governance and SLAs to ensure accountability Use real-world metrics like pull-through rate, cycle time, and cost-per-loan to drive ROI Build a culture of continuous improvement using Kaizen and QC feedback Layer technology strategically—only when the process is proven With real case studies, performance benchmarks, and proven frameworks, this book gives mortgage executives, operations leaders, and administrators the tools to run lean, scale smart, and finally make their technology investments pay off. If you’ve ever said, “Let’s fix the workflow first…” this book proves you were right.