Success Stories

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 accounting solution. Day-to-day accounting tasks were becoming burdensome, and an elongated month end close process revolving around manually creating reports and reviewing branch P&Ls was becoming unmanageable. In addition, Guild’s

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 data, but also in its ability to analyze the data. For one company, efficiency is a piece of the puzzle to make mortgages better and through their resolve they have

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 right tools and processes in place, managing and servicing an extended brick and mortar network can quickly become a juggling act. Mortgage 1, a rapidly growing lender based in Sterling

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

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,

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

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…

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

NOVA® Homes Loans grows from three hundred to thirteen hundred loans a month with efficient mortgage accounting software…