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Company Overview
This residential mortgage company, based in Dallas, Texas, has been a trusted provider of home loans since 1986. It offers a wide range of mortgage products, including fixed-rate and adjustable-rate mortgages, jumbo loans, FHA loans, VA loans, construction loans, and USDA loans. As a wholly owned subsidiary of a Texas-chartered bank, it can originate loans nationwide.
The company focuses on simplifying the home loan process, making it accessible and straightforward for homebuyers and homeowners. It specializes in home purchasing, refinancing, and renovation loans, ensuring clients receive the financial support they need at every stage of homeownership. Known for its customer-centric approach, the firm has local loan officers who understand the unique market dynamics and are deeply embedded in their communities.
Challenge
Working entirely in Excel, created reports and providing analysis to over 250 branch offices was virtually impossible. With financial data from an aging AMB system, and soon to be replaced LOS and a relative unknown HCM system, the client needed a new reporting platform.
Solution
With FP&A having prior experience with the Hyperion Essbase platform, the client chose to implement their reporting solution using Essbase at the core. Sourcing data from a newly developed SQL Server-based data warehouse provided a source for AMB, LOS, and Workforce data.
Result
After creating Financial Reporting and Production Reporting cubes, the client was able to provide on-demand ad-hoc reporting and analysis to the FP&A team as well as loan officer level reporting to individual branches. The system produces over 1,000 automated reports for branches each month.
