Empower Your Mortgage Business with Sales Process Automation for Mortgage

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are you looking to start using rpa or maybe have an existing solution stick around in this video we're going to go over the top use cases for rpa hi my name is jason i'm with openvotts and before we get into the top use cases want to answer this basic question what is rpa or robotic process automation every business whether you're in financial accounting and sales have processes that are repetitious rpa is advantageous because we can use a bot to automate these processes so employees can focus on high value tasks it's a billion dollar industry and it's helping a lot of enterprises save time become more productive and even the employees are a lot happier at the workplace any business whether you're in accounting you're in healthcare you're in finance you're in real estate your mortgage there are a lot of processes that are repeatable and they're tedious when we take a robot a digital worker we can automate a process so that a human being does not have to do it advantages for the individual worker and companies is that they can focus on high value tasks what are some good processes that can be automated on a high level the characteristics are that they are repetitious in nature anyone that's worked an office job that had a data entry component to it anytime we use excel we have a crm where we have to access customer data these tasks take a lot of time any business owner or enterprise that has an rpa solution is already familiar with the heavy hitters the blue prism the uipath automation anywhere a lot of these solutions offer the same robust platform to automate a process and the issue that a lot of these folks are running into is they are being charged per bot it's very expensive to scale your rpa solution past a certain point and when it comes to open bots which is also an rpa solution the barrier of entry to get into rpa is a lot lower because you're not charged per bot then you can also scale it past the original threshold customer service is one of the major points that businesses and enterprise start with automation refunds account information think about the customer agent when they're on the phone with a customer that has a complaint or has an issue the agent is able to resolve it quickly with rpa because they can access data very quickly and it's accurate they're on the phone and they can have a resolution with one contact because they're able to access all this back-end information with one process they'll have client information at their disposal the customer satisfaction will also be a lot higher the next area that most businesses focus is human resources onboarding and off-boarding are one of the best candidates for rpa because rpa is not a human and it can run 24 7 and work with data that means the margin of error is a lot less frequent there'll be less issues when it comes to licensing software for employees which is really helpful in managing your budget and then payroll think about recruitment when they're sourcing resumes you can use rpa to find the best candidates so they can help with their decision making process sales sales everyone wants sales sales activities are prime for rpa when a sales agent is working their crm getting that customer information when it comes to appointment scheduling when it comes to appointment history an rpa tool can monitor proposals that way the sales agents are looking at the most qualified leads and also spending their time on the most realistic opportunities that they can actually win inputting sales orders into a system and then tracking those orders is also a prime candidate for rpa which helps the sales agents focus on high quality customer interactions information technology is huge any successful company that's been around 20 30 years they have these old mainframe systems nowadays we're so used to using apis to communicate between different programs rpa can act as the glue that holds everything together between these systems no one wants to go around and get information from an old system and rpa can do that grunt work accessing all of these systems and integrate into one hole to take that legacy mainframe also incorporating it with newer technologies the advantage with rpa is that it can integrate across multiple systems into one hole to make it seamless for it that way they can handle internal issues a lot faster here at openbots when we talk to our team about accounting what are the best processes to automate it usually starts with reconciliation a lot of accounting teams spend most of their time reconciling accounts and looking at different data tables looking at data is what rpa is uniquely qualified to do and it does it very well because it's not a human so it's having a less margin of error for a large organization they're gonna have a lot of payments coming in there's a lot of invoices accounts receivable accounts payable anything data is where rpa shines when it comes to money what's coming in what's coming out when to cut checks rpa is an invaluable tool for getting that data and taking that time and giving it back to the accounting team as you can see there is a lot of processes that you can automate with rpa openbox is zero per bot licensing which means that you don't get charged per bot you can scale infinitely our discovery tool will help you not only find the best processes to start with but also help you figure out the roi of your investment thanks so much for watching be sure to follow us on all our social platforms and stick around for another episode of inside the bottom [Music]