Workflows for Higher Margins

Unlock the power of streamlined operations with our Workflow Fundamentals course. Designed for professionals looking to enhance business processes, this class explores how structured workflows can improve efficiency, consistency, and automation. Participants will learn to design, implement, and optimize workflows for key areas such as client onboarding, order processing, and internal task management.

Using tools like Lucidchart and workflow automation software, you'll gain hands-on experience building processes that support growth and reduce manual effort. Real-world examples, including celebration programs and automated product handling, will be used to demonstrate practical applications within the mortgage and client service industries.