Success Stories

Don't Miss A Thing!

Subscribe to the newsletter

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

Read More »

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 continuous growth and survival in the market. Village Mortgage, a well-established lender providing residential mortgages across all of the New England states, Florida, Nevada and Colorado began to experience the

Read More »

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 good problems to have. Still, when Success Mortgage Partners changed auditing firms in 2015, their advisor recommended that they upgrade their accounting software. Success Mortgage Partners is based in Plymouth,

Read More »

Norcom Mortgage Case Study

Norcom Mortgage, Avon, Connecticut, is a growing lender that has served US home loan borrowers in the Northeastern United States for more than 25 years. The company operates 34 retail mortgage branch offices servicing the entire East Coast, as well as a growing wholesale mortgage business. With more than 260 employees, the company is a

Read More »

The Money Source Case Study

The mantra of The Money Source is “Grow Happiness”; however, the correspondent mortgage lender knew it needed better tools to capitalize on business growth. Expansion meant more loans to review and process, which required greater speed in the accounting department…

Read More »

United Shore Case Study

United Shore Financial Services recognized a growth opportunity – if they stepped up their investment in technology, they could have a substantial lead on their competitors. With our partnership and their custom software solution built on Microsoft Dynamics NAV, United Shore more than doubled their business in three years, making them the number one wholesale

Read More »
Scroll to Top