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Royal United Digitalizes Paper-Heavy Accounting Processes, Gains Deeper Insight into Financial Position of Company

Before When Nolan Pearson joined the team at Royal United as CFO in 2016, he knew he was going to have to make some changes to his department. “I was hired, in part, to modernize the department and bring us into the 21st century. We were still doing everything on paper, and nothing was electronic,” lamented Pearson. “The biggest hurdle for me was getting everyone excited about the transition as they had never used anything but QuickBooks.” While Pearson had only been in mortgage for a few months, when he began his search, he was looking long-term. “I thought ‘I have to get us on something quick that will take us through the next decade.’” …

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Royal United Digitalizes Paper-Heavy Accounting Processes, Gains Deeper Insight into Financial Position of Company

Before When Nolan Pearson joined the team at Royal United as CFO in 2016, he knew he was going to have to make some changes …

Open Mortgage Leverages Loan Vision’s Reporting Suite to Provide Financial Clarity to Executives

CHALLENGES As a growing mortgage originator, Open Mortgage’s accounting department was beginning to feel the strain of their generic accounting solution. With most of their processes …

FBC Mortgage Smooths Accounting Processes and Gains Financial Insight with Access to Real-Time Data

CHALLENGE In 2011, FBC Mortgage, LLC wasn’t an overly complicated organization, “The business was pretty simple at the time, originating around $25 million a month. We weren’t selling …

Mortgage Investors Group cuts month-end closing time by 20% with Loan Vision

BEFORE LOAN VISION A ten-day accounting close, typically completed at the 12th hour before financials were due, led Eric Nielsen, Accounting and Finance Director at …

Guild Mortgage Supports Growth with Mortgage Accounting Solution, Loan Vision

Guild Mortgage Company, a leading nationwide mortgage lender with over 300 branches across 47 states, was beginning to experience trying times with its legacy, industry-specific …

radius financial group inc. Streamlines Accounting Processes; Right Sizes Finance Team

Efficiency in a mortgage bank financial team’s daily operations is a cornerstone to success for the organization. Not only in the collection and uploading of …

Mortgage 1 Case Study

When it comes to managing multiple branches at a time, keeping the day-to-day accounting processes as seamless as humanly possible is the ideal. Without the …

Village Mortgage Case Study

For any rapidly growing lender, using an accounting software equipped to keep up with the pace of industry trends and new technology is essential for …

Success Mortgage Partners Case Study

Rapid change in any company can lead to challenges, but when the change is caused by accelerated growth, management generally considers those challenges to be …

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