South & Associates, P.C. is a full-service law firm with an emphasis on mortgage banking law. The firm provides legal services throughout Missouri and Kansas, helping more than 150 clients on thousands of foreclosures each year. To help meet deadlines and regulations, South & Associates implemented a simple workflow system. This system provided file notes and a relational database of case information, but it wasn't the workflow solution the company had hoped for. This particular workflow application could not quickly access and verify information. Important details were falling through the cracks: Documentation was inaccurate; revisions didn't reflect the latest changes; and cases were delayed. South & Associates ultimately needed a comprehensive BPM solution.

After several vendor presentations, South & Associates determined that Workpoint was the only product that offered the flexibility and open architecture the company required. South & Associates embedded Workpoint to support its day-to-day business operations. Workpoint tracks the status of each activity and proactively manages thousands of work tasks simultaneously. Workpoint allows the firm to map end-to-end processes.

At South & Associates, Workpoint also evaluates cases and makes decisions accordingly. For example, certain mortgage loans require the firm to take specific actions at various stages of the loan process. Workpoint ensures that these actions are accurately mapped and evaluated at each stage of the process. Workpoint also created large-volume boilerplate documents to help South & Associates comply with foreclosure legislation. Workpoint also helps South & Associates meet deadlines and avoid delays and penalties. For example, foreclosure regulations require South & Associates to execute specific tasks and processes within a set timeframe. If the firm misses these deadlines, employees must put cases on hold and the firm receives stiff fines. However, with Workpoint, the firm can suspend or reactivate these processes. This type of exception processing enables the firm to expedite the foreclosure process effectively and cost efficiently.

South & Associates expanded their reach into the legal default servicing industry with a new offering, CaseMaxSolutions, (CMS) which is a casefile management system that supports day-to-day business operations. CMS automates the steps in a file’s lifecycle, which enables South & Associates’ staff and attorneys to focus on more critical job functions. Instead of moving files from desk to desk and pile to pile, CMS became the driver, and managing the workload became an automated process.

CMS provides South & Associates with a “client profile” repository that captures every nuance and unique requirement of each loan servicer. These requirements are then mapped back to the specific task or process node with embedded logic and reasoning. Additionally, special multi-step wizards quickly load referrals and capture pertinent bankruptcy information that can impact a pending foreclosure action.

CMS also evaluates South & Associates’ cases and makes decisions accordingly. For example, certain mortgage loans require the firm to take specific actions at various stages of the loan process. CMS ensures that these actions are accurately mapped and evaluated at each stage of the process. The solution also provides large-volume boilerplate documents to help South & Associates comply with foreclosure legislation. Employees can still edit these documents when necessary or beneficial. With CMS, the firm can maintain an accurate and current database of all work management statistics. South & Associates uses this data to determine workload and to provide clients with reports that detail the level of accuracy and proficiency when executing foreclosures.

CMS’s workflow component is Workpoint. Workpoint allows the firm to map end-to-end processes and pushes tasks to the appropriate staffing resource, ensuring that no file slips through the cracks. The sophisticated workflow technology provides enforceable, automated processes to verify information and ensures that files are processed timely and accurately.

CMS enables the firm to expedite the foreclosure process effectively and cost efficiently. With CaseMaxSolutions and Workpoint, South & Associates has optimized its processes and ultimately increased its bottom line.

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