Case Study: Beedie Development Group achieves new lending revenue and enhanced investor reporting with The Mortgage Office

Beedie Development Group - Customer Case Study

Beedie Development Group faced a challenge: the company primarily focused on property management and land development but kept important information in spreadsheets and lacked a formal loan and investment system. CFO Jim Bogusz, who had previously implemented The Mortgage Office™ at another lender, persuaded the board to adopt The Mortgage Office lending software soon after joining to automate operations, improve investor reporting, and enable a new source of revenue.

By implementing The Mortgage Office, Beedie automated transaction processing and produced on-demand, accurate investor statements, improving speed and transparency. The Mortgage Office’s reporting impressed a major lender who freed up more funds to invest, and Bogusz reports that the system’s adoption essentially paid for itself on one client; as a result, Beedie now operates a healthy loan portfolio yielding strong returns and a new revenue stream.

Beedie Development Group

Mark Wessel

IT Manager