MWP WorkflowCoach™
The work list your company can finally trust.
WorkflowCoach™ holds your workflows, the people who own them, the projects changing them, and the settings behind them, in one living model instead of twelve spreadsheets that disagree.
No per-seat pricing. No need to replace your LOS. No new technology required to get started.
$2,500 per month • Unlimited users • 12-month commitment • 10 hours/mo included
Download the one-pager (PDF)$2,500/mo
Per organization, with unlimited users. 12-month initial commitment.
$1,500/mo
After year one. The continuing partnership rate.
10 hours/mo
Workflow optimization and governance with Mortgage Workflow Partners.
Included hours
Ten hours a month, aimed at the work that keeps stalling.
Document the work list
We sit with your team and get the workflows out of people's heads and into the platform, in a structure you can maintain.
Guidance and best practice
Not just documentation. Recommendations drawn from work we have done across lenders, so you are not inventing the approach from scratch.
Move the company forward
Prioritized next steps each month: what to fix, what to defer, and what is quietly costing you the most.
A named resource
Someone who knows your setup and does not need re-onboarding every month. The same people who work in Encompass® every day.
In the platform
Built for the people who have to run it after we leave.
Unlimited WorkflowCoach users
Full functionality for every team member.
Full workflow documentation and governance
Capture, standardize, and keep your workflow current.
10 hours per month of workflow optimization and governance
With Mortgage Workflow Partners — expert guidance to help you improve, not just document.
Two comprehensive Settings Analyses
At kickoff and again at six months.
Loan analytics and business intelligence
Leverage existing reporting for deeper insight.
A structured 12-month program
Built to improve workflow across your organization.
Who it is for
Encompass® administrators, operations and servicing leaders, and anyone who owns a transformation or PMO effort and is tired of rebuilding the same inventory in a different spreadsheet every quarter.
How to start
Three steps, then a rhythm.
Sign up
Choose the plan at workflowcoach.com and set up your organization. Unlimited users from day one.
Onboard
We load your structure, invite your people, and set the first month's documentation target with you.
Work the rhythm
Ten hours a month against your work list, your guidance, and the next thing worth fixing.
Questions we get asked
WorkflowCoach™ and Workflow Before Technology® are trademarks of Mortgage Workflow Partners. Encompass® is a registered trademark of ICE Mortgage Technology.