Success Stories From Our Valued Customers

Since entering the mortgage space in 2008, Encompass Lending Group found themselves using an off the shelf product for all their mortgage accounting needs.

Smartfi Home Loans have spent the past 26 months building a high quality, experienced team and focusing their sights on growing the reverse mortgage market and expanding home equity use in retirement.

Due to the increase in volume Atlantic Bay could no longer able to ignore the issues they were having with their industry-specific accounting solution.

With rapid upgrades to much of their customer-facing technology stack occurring, 2019 found Assurance Financial looking for answers.

Life on QuickBooks at Wyndham Capital Mortgage had reached an unacceptable level of manual data entry, Excel spreadsheets and data manipulation.

When Jojo Caldwell joined the Rate Rabbit team in 2020, executive management was already on the hunt for a new accounting solution.