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Become a high performance mortgage business

Mortgage Lending

Mortgage Lending provides mortgage lenders—both banks and non-banks—a budgeting, forecasting, reporting, variance analysis, and scenario analysis solution, which integrates with data in key systems (G/L, LOS, payroll, servicing and more) to help you budget more effectively, produce more accurate forecasts, and hold departments and teams accountable for profitable growth.

How Mortgage Lending benefits your business

Easy to access

Cloud-based software delivered to any device at any time.

Industry expertise

Built and implemented by mortgage industry veterans and experts.

Run various scenarios

Powerful visualizations that drive precise, real-time financial decision making.

Accountability within the entire organization

Single source of record for the future of the organization.

Easy to manage

Complete budgeting and forecasting process in a single location that can be disseminated throughout the organization.


  • C-level Executives
  • Board of Directors
  • Finance Team
  • Corporate Department Heads
  • Fulfillment Department Heads
  • Branch Managers

Key features

  1. Integrate with general ledger, loan origination system and personnel/human resources software
  2. Hold all departments accountable
  3. Compare what-if scenarios side by side
  4. Easy-to-use dashboards
  5. History manager


  • Independent Mortgage Bank
  • Top 25 nationally in retail originations
  • +$4bn Originations
  • Retail, Servicing
  • 60 Retail branches
  • 20 Corporate departments
  • Goal: Department-level accountability for financial goals


  • Spreadsheets for 80+ cost centers difficult to maintain
  • Collaborating on financials and variances with 80+ managers extremely time consuming
  • No way to track changes made to the system
  • No easy way for department managers to create scenarios to navigate changing markets


  • Mortgage Lending
  • Facilitate bottoms up department-level planning
  • Integration of data sources: GL, LOS, Cap Markets, Payroll
  • Branches and departments update volume and manage headcount in the system
  • Bi-weekly business reviews with department managers via dashboards to understand variances and prepare action plan
  • User-based permissions provide controlled access for 80+ users

Value creation

  • Culture of accountability created within 6 weeks
  • A system of record for financial planning
  • Best practices instituted to manage financial process in each department, segment, channel and at corporate
  • Only 4-6 hours of maintenance required each month eliminating a full time financial analyst role: Savings of $120k/annually