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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

Budgeting & Forecasting

RM Plan helps you make intelligent financial decisions and predictions to manage the diverse needs of your workforce.

Budgeting & Forecasting Technology Solutions


Our budgeting and forecasting solution offers user-friendly dashboards, souped up balance sheets, interactive predictive tools and flexible planning tools that help you grow intelligently:

  • Create unlimited versions of your budget to easily forecast any scenario.
  • Plan commissions with a flexible structure.
  • Scale up to unlimited branches and regions. Grant access to the appropriate managers with an easy submission process.
  • Continuous connections to all your data sources. Trust that your accounting plans are real time.
  • Understand your P&L on a deep level. Drill in to see more information as needed.
  • Easily create financial statements from your own data on the fly. Customize the formatting and then export with one click.
  • Import data from your General Ledger, HR System and your Loan Origination System to get up-to-date information you can cross-reference to improve your predictions.

What goes into commissions?

Start your plan with expected production, then include the true costs of healthcare plans, taxes, equipment and more to get a more accurate forecast. Next, analyze your staffing needs for operations and support to see a clear road ahead. Easily generate a copy to create a conservative and aggressive model… or anything in between. Change multiple factors or one at a time.

Financial Statements in a Snap

If you spend hours each month on financial statements, reclaim your time by pre-formatting your reports in our tool, and then export easily as needed to Excel, Word or PDF.

A Platform That Creates Less Work, Not More.

Don’t struggle with broken Excel sheets, confusing budgets and disorganized P&Ls. Our system collects data correctly and organizes it to your specifications. Our dedicated implementation and support team helps you get set up using industry-specific best practices and supports you with the customization you need.

To plan effectively for the future, you need experts you can trust.


Our Process:

Setup and Implementation:


Our team works with you to understand how you’re using your current tools and where your struggles are. We set a plan to automatically collect financial data from your existing systems and connect to everything you already use. We’ll help you improve formatting and communication to your management team, so you can focus on strategy, not Excel sheets.

Ongoing Support:


We can act as your outside financial analytics team, customizing reports and creating projections, so you can re-task your existing staff. We’ll advise you on any technology changes that may effect your budgeting ans forecasting systems and help you stay connected. Our team has mortgage finance and analytics experience, so we’ll advise you on best practices too!

A Suite of Analytics Products:


RM Plan is part of our suite of mortgage technology products that complement each other perfectly. RM Analyze is a business intelligence tool that helps you connect data from every department to deeply understand your business and find efficiencies. RM Select is a peer-to-peer benchmarking tool that helps you gauge your place in the industry and set goals to improve. Build a data-driven workforce with all three!

Request more info

To speak to one of our professionals, fill out the form and we will be in contact shortly.