BOS / Business Operations System
From client intake to mortgage operations
Business process automation & CRM
When a business process lives in spreadsheets, messages and disconnected software, writing another form is only part of the task. I connect the data, rules and responsibilities behind it. My BOS work in an existing mortgage company linked a client-facing website to document handling, staff tasks and Encompass exchanges.
How I approach the work
Model the actual process
Start with entities, document relationships, participants and transition rules. Separate what can be configured by staff from the invariants the code must enforce.
Connect intake to execution
Conditional questions and steps determine the required documents. Automation creates linked tasks; OCR can populate document fields. Permissions and history make responsibility explicit as work moves between participants.
Integrate the existing system
Agree which system owns each record and status, preserve external identifiers and handle failed exchanges. In BOS, Encompass remained part of the operational flow rather than being replaced wholesale.
A decision to make early
Configurability is valuable when workflows change, but it adds validation and permission complexity. I would first establish where an existing platform is sufficient and where a custom module is justified. BOS is a concrete implementation, not a claim that any business can run unchanged on it.
Relevant work
ERP / 1C
Translating company operations into an accounting model
Financial Systems
Payments, documents and data integrity
Tell me about your task
Describe one process, the systems involved and the most expensive manual step. A sample of the workflow is enough to start; confidential customer documents are not needed in the first message.
Discuss the task