The Mortgage Office
13 Case Studies
A The Mortgage Office Case Study
Alta West Capital, a private lending firm that had grown its portfolio by 400% in two years, faced an administrative crisis—relying on an amortization calculator, spreadsheets, a G/L and paper folders that produced errors, miscommunications, and loss of investor confidence. After exploring costly custom development, Alta West Capital evaluated off-the-shelf options and selected The Mortgage Office lending software to automate their back-office operations.
The Mortgage Office automated servicing, reconciliations and investor reporting, allowing Alta West Capital to retire error-prone spreadsheets after a year of parallel running. The implementation restored investor confidence, professionalized client communications, and cut servicing overhead by 50%; the company credits The Mortgage Office with greatly improving efficiency and helping raise its market presence, including industry award recognition.
Dave McKitrick
COO