Success Stories
Don't Miss A Thing!
Subscribe to the newsletter
Smartfi Home Loans Gains Efficiency and Improves Processes With Loan Vision
The Challenge Since taking the reins at a small Ohio originator 2 years ago, the executives at Smartfi Home Loans have spent the past 26 months building a high quality, experienced team and focusing their sights on growing the reverse mortgage market and expanding home equity use in retirement. With a high level of expertise
Smartfi Home Loans Gains Efficiency and Improves Processes With Loan Vision
The Challenge Since taking the reins at a small Ohio originator 2 years ago, the executives at Smartfi Home Loans have spent the past 26 months building a high quality, experienced team and focusing their sights on growing the reverse mortgage market and expanding home equity use in retirement. With a high level of expertise
Atlantic Bay Publishing Month-End Financials 30% Faster With Loan Vision
The Challenge Atlantic Bay Mortgage Group, headquartered in Virginia Beach, Virginia and licensed in 15 states, has been serving customers for over 25 years. Like many other mortgage banks, Atlantic Bay saw tremendous growth throughout 2020 and 2021. Due to the increase in volume, the company was no longer able to ignore the issues they
Assurance Financial Finds Technology Evolution with Loan Vision
The Challenge As with all forward-thinking organizations, the Assurance Financial Mortgage executive team is well aware that continuous improvement is a necessity for any business, especially one in an ever changing mortgage industry. 2019 found Assurance Financial looking for answers. With rapid upgrades to much of their customer-facing technology stack occurring, they knew they had
Wyndham Capital Mortgage Scales with Loan Vision’s Automation Process
Overview Life on QuickBooks at Wyndham Capital Mortgage had reached an unacceptable level of manual data entry, Excel spreadsheets and data manipulation. Having squeezed every last drop they could out of the off-the-shelf financial tool, CFO Jeremy Abig and Controller Lisa Gawlik, determined that if they wanted to continue to support the growth of the
Rate Rabbit Masters Daily Operations with Loan Vision
The Challenge When Jojo Caldwell joined the Rate Rabbit team in 2020, executive management was already on the hunt for a new accounting solution. With the growth of the company, executive leadership knew that they needed to get someone in to take control of the outsourced finance team and get a more granular look into
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,”
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 done manually in spreadsheets, the accounting team was taking hours to just get the data they needed. In addition, there was no efficient way to check for errors, approve journal
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 to agencies or handling the servicing,” said Dyron Watford, long-time CFO at FBC Mortgage. However, they were beginning to experience some growth and needed an accounting system that would give them
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 Mortgage Investors Group, to begin to call into question the value that their existing general ledger was bringing to the company. “It’s the 10th business day at the 12th hour and
