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Spotlight on the Loan Vision User Conference

The Location


After years in the making, the first annual Loan Vision User Conference was held just last week. The venue for our first conference held sentimental value for us, being that our team is based in Pittsburgh. The Doubletree hotel in Downtown Pittsburgh, is nestled in the heart of the city with a view of PPG Paints Arena, home of the Penguins.



Anyone who lives in southwestern Pennsylvania knows that the city of Pittsburgh has become a rising star in the global economy.  It was recently reported that Pittsburgh is now experiencing a  “unique opportunity to become a top global destination for technology-based economic activity and as a key part of Pittsburgh’s efforts to become a world-class innovation city.”  We are proud to support this city as it maneuvers itself to becoming a technological hotspot over the next few years.






Senior consultant Beth Johnson conducts a reporting deep dive



Inside the Conference


With users travelling to Pittsburgh from all corners of the country, it was an incredible experience to see our plans come to fruition. As mentioned in past blogs, the conference agenda was designed with a wide range of accounting roles in mind, from Assistant Controllers to Accounting Managers to CFOs.


 All users, regardless of their experience with the system or length of time as a customer, were encouraged to attend and reap the benefits of engaging with fellow Loan Vision users and our team members, perhaps to share best practices, talk about their experience with the system, or simply make post-conference dinner plans in the city.


We also encouraged a few prospective customers to attend and take advantage of the opportunity to get an inside look at Loan Vision functionality and hear current user feedback through town hall-style discussions.

After an opening general session to kick-off the conference, users opted to attend sessions on the Executive track or Power User track, but could freely attend sessions in either track, regardless of their role.


On the Executive side, users experienced sessions hosted by Jim Deitch, co-founder and CEO of Teraverde Management Advisors, Jim Cameron, Senior Partner at STRATMOR Group, Jennifer Hannah, Audit Partner at Richey May & Co., Jared Huff, recently named CFO at Alight Mortgage Solutions, and Bestborn president Martin Kerr. These sessions were focused on targeting profit shrinkage within organizations, preparing for audits, and provided an inside look at industry insights straight from the experts.


The Power User track sessions were driven by our team members. During these breakout sessions, Beth, Justin, Dallas, and Ben took their audiences through a wide range of system functionality, from actually bringing data into Loan Vision, to exploring reconciliation tools and commissions management, to learning quick tips and tricks that make the job easier along the way.    


Between the two tracks, users could also stop by the Loan Vision Lab for one-on-one sessions with members of our consulting team.



The Loan Vision Lab open during sessions


“The Lab had a lot of benefit to individuals struggling in certain areas. They could approach the Loan Vision team members and walk through the process together. It was a really great piece within the conference.” said Justin McDowell, CFO at Vandyk Mortgage.



President Martin Kerr moderates a town hall session


One town hall session in particular, My Dream Mortgage Accounting Solution, took on an open forum style created for users to speak their minds on the pieces of functionality they’d like to see from the system. For the full hour, both Business Development Manager Carl Wooloff and Loan Vision President Martin Kerr engaged in a discussion with users and garnered feedback on each of their unique experiences using Loan Vision.


 “I really appreciated the helpfulness of the Loan Vision team and enjoyed interacting with every one of them at the conference.” said Shaun Guyett, Accounting Manager at Mortgage 1 Inc.



To end the first day on a high note, our customers and conference guest speakers boarded the Gateway Clipper at sunset on an unseasonably warm night for an evening cruise on Pittsburgh’s Three Rivers, sailing past both Heinz Field and PNC Park as the Pirates battled the Brewers.


Dan Spiegel, CFO at Atlantic Home Loans, was a fan of the dinner cruise in particular, saying, “The cruise on Monday evening really provided a great opportunity for in-depth networking.”

Though the conference as a whole was an incredible experience for us, having the opportunity to discuss the system face-to-face with so many of our users was unforgettable. A huge thank you to all of our customers and guest speakers for supporting us in hosting the conference, and we cannot wait to see everyone there next year.





Dallas Davidson, consultant at Loan Vision, demonstrates system tips and tricks



View of The Point, intersection of the Three Rivers, from the Gateway Clipper






About the author


Carissa Kotyuha is the Marketing & Communications Manager at Bestborn Business Solutions. Get in touch with Carissa at  


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