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Technology Solutions

Richey May Technology Solutions provides the full spectrum of transformative solutions for your business.

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Business Advisory

Specializing in Mergers & Acquisitions, management reporting and operational improvements for you business.

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Technology Solutions

Richey May Technology Solutions provides the full spectrum of transformative solutions for your business.

Learn More

Business Advisory

Specializing in Mergers & Acquisitions, management reporting and operational improvements for you business.

Learn More

Contact Us

Richey May Headquarters
9605 S. Kingston Ct. Suite 200
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

Technology Solutions

 

Richey May Technology Solutions provides the full spectrum of transformative solutions for your business.

Learn More

Business Advisory

Specializing in Mergers & Acquisitions, management reporting and operational improvements for you business.

Learn More

Technology Solutions

 

Richey May Technology Solutions provides the full spectrum of transformative solutions for your business.

Learn More

Business Advisory

Specializing in Mergers & Acquisitions, management reporting and operational improvements for you business.

Learn More

Contact Us

Richey May Headquarters
9605 S. Kingston Ct. Suite 200
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

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Richey May Headquarters
9605 S. Kingston Ct. Suite 200
Englewood, CO 80112
Directions
303-721-6232
Insights

Business Insights are no longer just a "nice to have," they are essential to run your business effectively.

We provide specialty consulting + implementation services to get you the best tools to deeply understand your market, processes, employees and financials to help find your competitive advantage with actionable insights.

RM Analyze

RM Analyze is our Business Intelligence platform, designed and implemented by and for mortgage lenders. We can connect all your systems and help you draw conclusions from the data across all departments in your company.

RM Plan

RM Plan is our customized budgeting and forecasting solution. We help finance teams organize their budget, create multiple projections and communicate goals and progress throughout the company.

Richey May Select

Richey May Select is the next-generation in financial and operational benchmarking for mortgage lenders. Our intuitive, web-based tool provides lenders with timely, precise, and relevant metrics on peer performance, allowing you to drive informed decision-making aimed at improving efficiencies, increasing margins and controlling costs.

HMDA Market Share Dashboards

These interactive dashboards are kept up to date by our team, available for you to use for free any time.

Go To Dashboard

Independent Mortgage Lender Compensation Survey

Our survey methodology provides a unique opportunity for independent mortgage lenders to evaluate their compensation strategies and metrics in relation to their regional peers in order to attract and retain top talent.

Learn More and Participate

Quarterly Mortgage Industry Snapshot

The snapshot reports highlight a few key trends from the quarterly results of Richey May Select participants for Independent Mortgage Bankers.

See the Snapshot Library

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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...

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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...

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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...

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Jul 21, 2020

Client Accounting & Advisory Services (CAAS) for Alternative Investments


https://www.youtube.com/watch?v=-57M-wE9Kus&feature=youtu.be Recently, Jon Sharon and Helen Rasoul got together to discuss our Client Accounting...

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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...

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Jun 04, 2020

More Than Business Intelligence | A Data Driven Transformation Platform with RM Analyze


https://www.youtube.com/watch?v=_lmMc9sZfWA Recently the RM Analyze Team hosted an open demo for mortgage leaders. In case you missed it, we covered:...

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