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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

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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

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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

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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

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