Mortgage Company Support Services

Company Overview

Founded in 2000 and headquartered in Chicago, Illinois, this company has grown to over 850 offices nationwide, employing more than 5,500 people as of 2024. The firm’s mission is to make homeownership accessible, emphasizing competitive rates, groundbreaking technology, transparency, and delivering a quick, easy mortgage experience. 

The company has received numerous accolades, including being ranked as a top online mortgage lender and a top lender for VA loans and conventional mortgages. Additionally, their foundation, established in 2012, supports individuals and families in need through charitable grants, demonstrating the company’s commitment to its customers and communities.

Challenge

The client faced significant challenges in their on-premise environment. With a complex system involving member management, the existing processes were overwhelmed. The need to keep member information in sync, watch for error logs for all data loads, and make sure regular backups added to the workload. The client required specialized support to manage these tasks remotely, without handling full administrative roles like data loads and user security, to maintain system stability and efficiency.

Solution

To address these challenges, our team implemented a specialized approach focusing on augmenting the critical aspects of the client's administrative processes. We provided remote member management and error log monitoring by accessing their system through a virtual machine. This allowed us to manage and synchronize members more easily. Our solution included monitoring error logs for all data loads and performing regular backups.

Result

Our solution delivered improvements in the company's administrative efficiency. We enabled their admins to manage tasks more effectively, reducing errors and ensuring better synchronization across their systems. This gave the company with the flexibility to maintain their on-premise environment remotely, resulting in a stable, well-functioning system. The streamlined member management and efficient error log monitoring significantly contributed to a more robust and reliable operation.

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