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An effective technology project can make a huge impact on whether a lending organization succeeds or fails, especially in today’s market. Lenders could spend hundreds of hours learning best practices and creating templates, and they could potentially lose hundreds of thousands in revenue if their project fails. Based on Prymak’s expertise in directing technology projects for leading lending organizations, we’ve created a comprehensive Technology Toolkit to help lenders:

• Meet business goals and get executive buy-in
• Position the selected systems against competitive offerings
• Manage internal audiences and teams in line with their use of the technology
• Save time creating the needed documents like schedules, timelines and matrices
• Avoid common pitfalls/mistakes and give the project the best chance of success

• Analysis of Existing Processes and Systems – Comprised of the following templates: Technology Analysis Plan, User Audit (encompasses origination, processing, underwriting and closing), and an IT Requirements Questionnaire.
• Technology Selection Process – Comprised of the following templates: Sample RFP, Technology/Product Comparison Matrix, Vendor Assessment and Client Reference Questionnaire.
• Technology Deployment – Comprised of the following templates: Implementation Checklist and Project Timeline.
• Project Management/Reporting Tools – Comprised of the following templates: Budget Spreadsheet and ROI Calculator.
• Free 30-minute Phone Consultation with Prymak – Lenders may use the consultation for personal guidelines and tips about their specific project. An onsite consultation is also available for an additional fee.