Case Study

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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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,” …

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Open Mortgage Leverages Loan Vision’s Reporting Suite to Provide Financial Clarity to Executives

CHALLENGES As a growing mortgage originator, Open Mortgage’s accounting department was beginning to feel the strain of their generic accounting solution. With most of their processes done manually in spreadsheets, the accounting team was taking hours to just get the data they needed. In addition, there was no efficient way to check for errors, approve journal …

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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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Mortgage Investors Group cuts month-end closing time by 20% with Loan Vision

BEFORE LOAN VISION A ten-day accounting close, typically completed at the 12th hour before financials were due, led Eric Nielsen, Accounting and Finance Director at Mortgage Investors Group, to begin to call into question the value that their existing general ledger was bringing to the company. “It’s the 10th business day at the 12th hour and …

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Guild Mortgage Supports Growth with Mortgage Accounting Solution, Loan Vision

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 …

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radius financial group inc. Streamlines Accounting Processes; Right Sizes Finance Team

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 …

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