Katz Workflows

Workflow governance for mortgage lenders

Business rules, forms, and process architecture in Encompass — built by someone who has spent ten-plus years inside them. Consulting and software for lenders who need their workflows documented, owned, and auditable.

Services

Encompass Configuration & Business Rules

Rule architecture, form coding, milestone and persona design, and VB.NET/JavaScript scripting.

Workflow Governance & Documentation

Turning undocumented process into owned, specified, approved workflows — with a change process that holds.

Integrations & Automation

TPO Connect, Developer Connect, EPC, and API/webhook work across retail, wholesale, correspondent, and non-QM channels.

ThroughLine

Workflow governance software for lenders

Most lenders can't answer a simple question: when a policy or regulation changes, which of our workflows are affected? ThroughLine links policies and regulations to the workflows they drive — with owners, specifications, approvals, and an audit trail.

Currently in limited pilot. Pilot instances are free and include help building out your first workflows.

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