Built by Mortgage Workflow Partners
MWP watches the tape, finds the broken routes, calls the plays, and keeps the scoreboard honest across Encompass settings, workflow reviews, admin execution, and client handoff work.
Current state
14
Open loops, drift, unclear owners
MWP game plan
31
Evidence, plays, owners, holds
The V2 story
The best MWP work has a repeatable arc: source truth first, workflow reality second, then a playbook that becomes executable only after owners, testers, evidence, and hold rules are clear.
Intake before opinion
MWP starts with the real operating evidence: Q2 plans, settings extracts, workflow reviews, Basecamp history, transcripts, screenshots, sample-loan proof, and client answer queues.
What can move now
Each lane is checked for plan status, settings source, workflow source, top-question status, confidence, owner, due date, estimate, account readiness, and external-output posture.
Playbook / Page / Play
Confirmed work becomes a PlaybookV2, PlaybookPageV2, and PlayV2 structure: parent context, grouped work area, and actionable play with owner, estimate, due date, answer state, notes, and attachments.
Decision -> action -> validation
Blocked items become client decision plays. MWP action plays wait on the answer. Validation plays prove the fix before production or client-facing rollout.
WorkflowCoach execution
The scoreboard shows source state, first visible win, owner/tester, hold rule, next due date, estimate, WorkflowCoach readiness, and what still needs an answer.
Motion plays
The scroll is not a literal meeting room anymore. It is the MWP operating loop: readiness check, decision chain, then release gate.
Drive 01
Q2 plan, settings source, workflow source, top questions, confidence, and account readiness are visible before anything becomes client-facing or live WFC work.
Readiness board
Q2 plan
current / held / missing
Settings source
usable / partial / blind
Workflow review
reviewed / needs source
Top questions
answered / blocking
Rapid Fire queueConfidence
ready / needs proof
Account access
internal / client safe
This is the real huddle: one readiness read before anything becomes a client-visible plan or live WorkflowCoach work.
Drive 02
A missing answer should not become a vague todo. It becomes a client decision play, an MWP action play, a validation hold, and a clear release posture.
Decision path
Client decision
answer, source, or document needed
Play 1MWP action
admin, CES, or build step after answer
Play 2Validation hold
tester, sample loan, acceptance scenario
Play 3Release posture
publish, defer, or keep internal
Play 4This keeps the messy part honest: client questions, MWP action, validation, and release do not collapse into one vague todo.
Drive 03
Source intake, coach readiness, first visible win, and release gate stay connected so leaders can tell what is ready, blocked, held, or safe to show.
Scoreboard relay
Source intake
Coach readiness
First visible win
Release gate
A lane earns visibility step by step: source, readiness, first visible win, then the approved release posture.
The MWP offer stack
The page should sell the pattern behind the work: discover reality, prove the next move, then turn confirmed action into WorkflowCoach-ready execution.
Q2 plans, workflow reviews, or settings lanes that need to become owned work instead of scattered follow-up.
Output
PlaybookV2, PlaybookPageV2, and PlayV2 rows with owner lane, due date, estimate, answer state, attachments, and hold notes.
Encompass settings extracts where P0/P1 findings, role/rule exposure, or release confidence need source-backed validation.
Output
Priority findings, source confidence, owner signoff holds, validation plays, and uncertain items parked instead of over-promoted.
Workflow or settings changes that need sample-loan proof before they become production guidance.
Output
Department-level workflow Drill with expected path, actual path, deviations, proof, client approval, production release posture, and one-week watch.
Admin, CEL, CES, or client-coach work where the next move needs to be exact enough to schedule and verify.
Output
Action plays with owner scope, source path, due date, estimate, blocked/answered state, and close/defer/escalate guidance.
Clients with multiple active lanes, unclear first visible wins, and too many loose Basecamp/wiki/email commitments.
Output
Portfolio-ready playbooks grouped by client, due date, blocker state, first visible win, and flex-capacity reserve.
CEL completion packets and client-coach handoffs that are not ready for WorkflowCoach until missing answers are clear.
Output
Account-aware review of first visible win, control surface, source packet, owner/tester, date, estimate, Basecamp exit posture, readiness, evidence, and hold rule.
What leaders see
MWP does not just make a cleaner document. We create a readable operating surface for what is ready, what is blocked, who owns it, and what evidence needs to come back before the next drive.
Game film
Discovery drive
The lane can still move through Q2 plan review, workflow interviews, sample-loan evidence, top questions, and a hold rule that keeps technical claims parked until proof catches up.
Admin drive
A client decision play captures the answer or document needed. The MWP action play waits on it. A validation play proves the result before release.
Recovery drive
Keep uncertain items internal, mark source confidence, name the first visible win, and show the client only the approved plan, current questions, next actions, and checkpoints.