Customer Stories in Mortgage Accounting

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

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.

NOVA Homes Loans, headquartered in Tucson, Arizona has been in business since 1980 and is currently licensed in 19 states.

UWM was already using paperless technology in their loan processing, but leadership was aware that if the company could implement paperless efficiencies across the financial side of the business, they could realize enormous business advantages over the competitors.

The mantra of The Money Source is “Grow Happiness”; however, the correspondent mortgage lender knew it needed better tools to capitalize on business growth.

Norcom Mortgage, Avon, Connecticut, is a growing lender that has served US home loan borrowers in the Northeastern United States for more than 25 years.