Case Studies

Alpha Mortgage Corporation enjoyed continued growth since its founding in 1983. But when systems manager Jan Valencia brought her 35+ years of mortgage lending experience to their appraisal processes, a major issue became clear: their manual processes were squandering valuable resources and generating unnecessary errors.

Assurance Financial is an independent, full-service residential mortgage banker that operates 23 branches across 44 states. Since its founding 20+ years ago, Assurance Financial has aimed to stay on the cutting edge of mortgage technology.

Neat Loans is a nationwide, digital-first mortgage lender. The company launched in 2017 with the aim of providing a streamlined home loan experience and achieving a 15-day close for its borrowers.

Paramount Residential Mortgage Group Inc. (PRMG), a privately-held mortgage company founded in 2001, continues to maintain its leader status as a top 25 mortgage lender. With around 3,000 employees and 250 branches, PRMG strives to provide exceptional customer service and innovative solutions for their borrowers.

A privately-held mortgage company founded in 2016 has seen success due to its relentless pursuit of a top-tier borrower experience. The company strives to offer a streamlined and transparent process around one of the most challenging aspects of any home loan — the appraisal.

This regional bank headquartered in Lubbock, Texas has more than 40 branches across Texas and New Mexico and offers a variety of services including mortgage lending, trust, insurance, investments, indirect lending, and private banking.

Virginia Credit Union (VACU), founded in 1928, offers financial products and services that support and guide members so they can confidently make financial decisions. The financial cooperative helps more than 300,000 members with insurance, banking services, a range of personal and business loans, and other financial services in its 20 locations across central Virginia.