Process Automation Spec System Architecture

Mortgage Post-Closing Verification Engine

Solution Designer

Magnus Allen

Target Line of Business

Mortgage Operations

Problem Space

Workflow Redundancy

Status

Architecture Spec

Requirements-to-Rollout Workflow

Phased process map — 11 steps across 3 phases · responsive

Phase 1

Design

Start / Trigger

Manual Process Identified

Analyst Action

Requirements Gathered

Control Point

Logic Designed

→↓

Phase 2

Validation & Rollout

QA / Review

QA / Team Lead Validation

◊ Decision

Pass or Revise

Revise → loops back to 03

Handoff

User Training

Control Point

Rollout

→↓

Phase 3

Improvement

Analyst Action

Post-Launch Questions

Feedback

Defect / Enhancement Feedback

Documentation

Updated Documentation

QA / Review

Iterative Improvement

Start / Trigger Analyst Action Control Point ◊ Decision Cross-Functional Handoff QA / Review Documentation Feedback / Remediation

This workflow demonstrates the full rollout lifecycle behind a process improvement: requirements, logic design, validation, training, adoption support, defect resolution, and documentation updates.

The Problem: "Read-Write-Type" Loop

2 / 6

Physical checklists didn't account for mortgage type or state analysts manually cross-referenced requirements, leading to missed signatures
Triple-touch bottleneck: read the file, write missing items on a notepad, type that same list into an email
Paper-based workflow in a remote setting introduced unnecessary data security exposure

💻 Launch QC Validation Sandbox

What This Demonstrates

Requirements gathering, logic design, QA validation, user training, rollout support, and iterative improvement.

Mortgage Post-Closing Verification Engine

Requirements-to-Rollout Workflow

Executive Summary

The Problem: "Read-Write-Type" Loop

Automated Intake & Dynamic Routing

Automated Retention & Communications

Centralized "Pending" Pipeline

Business Impact & Process Optimization