Performance Management Transformation at Mortgage Bankers Association

This case study outlines the implementation of the emPerform performance management platform at the Mortgage Bankers Association (MBA). The document describes the challenges faced by MBA prior to adopting emPerform, which included a manual and disjointed performance management process that relied heavily on Word documents. These challenges led to difficulties in tracking employee performance and generating HR reports. The search for a new performance management system resulted in the selection of emPerform, which was chosen for its blend of capabilities and affordability. Since its implementation in 2020, MBA has experienced significant improvements in operations, accountability, and the quality of performance feedback. The automation of tracking and reporting has reduced the time spent on manual HR tasks, while the platform has empowered employees with a clearer view of their performance. The document also highlights the support provided by the emPerform team during the transition and outlines future plans for expanding performance reviews.