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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,”
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