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...
Jun 04, 2020
More Than Business Intelligence | A Data Driven Transformation Platform with RM Analyze
Recently the RM Analyze Team hosted an open demo for mortgage leaders. In case you missed it, we covered:...
May 28, 2020
Benefits of an Effective Internal Audit Program
Many business leaders view their internal audit program as a “necessary evil.” However, in addition to ensuring regulatory compliance, there are many...