Nov 10, 2020
RM Analyze Connects to the Systems You Use
There's nothing more frustrating than a data analysis tool that doesn't collect the data you need. If you're spending more time loading data into your...
Aug 11, 2020
Q2 2020 Snapshot Report for Independent Mortgage Bankers
Richey May Select, the next generation in peer-to-peer benchmarking for independent mortgage lenders, has published our Q2 2020 Snapshot Report. This report...
Aug 04, 2020
Assurance Financial: A Case Study in Customized Business Intelligence for Mortgage
In 2018, Assurance Financial was experiencing a time of growth and it became clear they needed customized business intelligence for mortgage. After a...
Aug 03, 2020
SOC 1 for Mortgage Service Providers
What is a SOC 1?
A SOC 1 is an audit of internal controls over financial reporting, designed explicitly for service organizations. It assures users of...
Jul 21, 2020
Client Accounting & Advisory Services (CAAS) for Alternative Investments
Recently, Jon Sharon and Helen Rasoul got together to discuss our Client Accounting...
Jul 02, 2020
Developing Insights from Data | A Guide for Mortgage Leaders
Mortgage companies collect a lot of data.
Compared to many other businesses, mortgage companies are fortunate to collect some of the most complete and...