Case Study: QIE Partners achieves precise loan reconciliation and 3× staff productivity with Altair Knowledge Works (Datawatch Monarch)

QIE Partners Inc. Unlocks Precision Loan Reconciliation with Datawatch

QIE Partners Inc., a Denver-based investor accounting firm founded in 2011, handles investor reporting and bank reconciliations for mortgage companies, credit unions, servicers and banks. The firm faced monthly reconciliation challenges because clients provided loan data in static PDFs, text and CSV files with portfolio sizes ranging from 250 to 130,000 loans—formats and volumes that made manual, per-loan reconciliation impractical.

QIE uses Datawatch Monarch to extract, normalize and calculate loan data, relying on roughly 100 Monarch data models to verify and reconcile reports to the penny. The solution sped report generation, improved accuracy and tripled staff performance capacity, enabling QIE to handle more clients while meeting agency and investor requirements.

QIE Partners

Dirk Schulze

Investor Accountant