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How They Did It: Critical Workflows Automated
During this webinar, Jeff Phelan from Planet Home Lending* will share his journey and how they successfully introduced workflow automation in their organization, boosted their productivity, and were able to:

- Improve loan processing turnaround time from 72 hours to 24 hours or less
- Add transparency of loan status for employees and clients
- Significantly enhance user experience

*Planet Home Lending and Planet Renovation Capital are part of the Planet Management Group, LLC

Jan 20, 2022 02:00 PM in Eastern Time (US and Canada)

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Speakers

Jeff Phelan
Commercial Rehab Lending Consultant @Planet Home Lending
Jeff Phelan has 35 years of extensive success in Real Estate, Mortgage Lending, and Financial Services. He is an entrepreneurial leader with a knack for increasing sales in existing markets and penetrating new markets. Jeff has run sales and operations teams in the mortgage industry and was a top wholesale rep (Platinum Circle winner). In 1996 he began a private lending platform while running a mortgage company. Jeff currently handles the Planet Renovation Capital Commercial Lending Platform.