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 lender in the country...
Tips and Tricks Series: Year End Close Process
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Super User Training December 2018
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Tips and Tricks Series: 1099 Preparation
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“Two years ago, we were among the top 10 lenders in the country. Today, we’re solidly in the lead and it has everything to do with a focused effort to align our goals…We couldn’t have done it without Bestborn and Loan Vision helping us identify and improve areas in the channel where costs were substantially higher, and target and pursue business that’s most profitable for us.”Paul Orlando, Chief Information Officer, United Shore Financial Services, LLC
"With Loan Vision, we could get our financial package – budgeting and planning, accounts payable, accounts receivable, and fixed assets – all in one system. This was huge. It would make it so much easier to drill down to the data level"Julie Nelson, SVP Controller, United Shore Financial Services, LLC