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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.

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.

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

Business Intelligence

In a changing competitive landscape, you need reports that help you take action.

Designed for Mortgage Lenders

…and implemented by a team with first-hand mortgage experience.

  • Build dashboards that help you solve business problems and delegate responsibilities effectively.
  • Set goals and track progress towards them any time.
  • Provide just the right reporting from the C-Suite to front line employees with data filters. Everything private is protected and everything essential is easy to access, even from a smartphone.
  • Cross-reference data from different sources for deeper metrics. Track sales to marketing campaigns and turnover to job performance. Find deeper insights by breaking down departmental silos.
  • Build custom apps for engaging reports on key indicators.
  • Deliver reports on a schedule or based on a metrics milestone.
  • FAST stand up time – pre-built reports to get you started, with all the customization you need. 

More than a collection of reports, a data-driven transformation.


Reports on their own don’t help your business. Putting actionable insights in the right hands requires collecting the right data, keeping it updated and making the next course of action clear for every employee. Our mortgage industry expertise and comprehensive approach help you chart a course to a higher view of your business.

 

Connect to any system for integrated data.

We can connect today to your LOS, CRM, HRIS, General Ledger systems and more to get accurate, up-to-date reports.

Production


Sales and Pipeline reports are a great starting place for BI. Connect directly to the LOS and create unified reports, so you’re all looking at the same numbers. Free yourself from doing Excel clean-up work and watch your numbers anywhere on your phone or tablet.

Operations


Find efficiencies and reduce your turn times and cost to originate. Find your most common conditions so you can set up specialty workflows and even avoid them at the sales stage. Motivate your team with clear goals and progress reports.

Servicing


Create customized reports on your servicing portfolio to track key metrics on any time scale, allowing you to spot trends. We can create easy-to-update reports from your subservicer too. We can create easy-to-update reports from your subservicer too.

Finance/Accounting


Connect to your General Ledger, billing/reimbursement software and sales systems to create reports at a granular level to help you understand spending. Commissions, travel and event spending, and more are at your fingertips.

Marketing


Connect to your CRM to unlock the true power of your customer data. Track the effectiveness of campaigns to sales, monitor channel performance and control costs with ease.

Human Resources


Your HRIS can tell you more than you think. Use performance reviews and past behavior and employee turnover. Proactively monitor performance against goals to help guide advancement opportunities. Collect and analyze feedback data to make workforce decisions.

IT/Helpdesk


Use data from HR to prep equipment needed by role and location. Share expected helpdesk service times with the company and adjust them live according to demand.

Request more info

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