Case Study: Security National Mortgage Company achieves centralized data and streamlined workflows with Caspio

How National Mortgage Company Keeps the American Dream Alive With No-Code

Security National Mortgage Company (SNMC) is a 27‑year‑old mortgage provider with 109 branches across 41 states that operates under a larger parent organization with many subsidiaries. SNMC struggled with scattered data and limited corporate customization, needing a secure, accessible database that could connect to headquarters while being tailored to mortgage‑specific workflows.

SNMC IT manager Alex Fenech built a custom no‑code application on Caspio—using database tables, Views, and DataPages deployed on WordPress—to selectively share corporate data and consolidate multiple sources. The new system centralized project tracking and invoices, eliminated manual “yanking” of data, automated invoice processing, and delivered a maintainable, user‑friendly solution that nondevelopers can support.

Security National Mortgage Company

Alex Fenech

IT Support Manager and BI Developer