October 2020

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…

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 …

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