Episode 195: Building your own Bot

Mortgage Manager Playbook by Pat Sherlock

Episode notes

Ryan Todd, EVP Capital Markets at Integrity Home Mortgage talks about Building your own Bot. Highlights include: what is a bot; what tasks are perfect for bots; what activities should humans be working on; how is productivity improved and the importance of cross-training your personnel. Ryan has spent the past 20 years primarily in capital markets. He is owner of Capital Markets Consultant which specializes in capital markets departments buildouts and audits. You will enjoy listening to Ryan’s insightful comments on this timely topic of bots.