Success Stories From Our Valued Customers

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.

As a growing mortgage originator, Open Mortgage’s accounting department was beginning to feel the strain of their generic accounting solution.

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.

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.

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.