Case Study: California Baptist Foundation achieves streamlined, user-friendly loan servicing and unified reporting with The Mortgage Office

California Baptist Foundation - Customer Case Study

California Baptist Foundation had been using a limited, non–Windows-compatible custom application that was difficult to learn and hampered staff training. Seeking a modern solution, Mr. Woodall found The Mortgage Office and purchased The Mortgage Office Loan Servicing, Financial Calculator and Trust Fund Accounting modules in a multi-user configuration to replace the old system.

The Mortgage Office was implemented across the foundation and its related entities, producing uniform reporting and compatible data nationwide as other affiliates adopted the same system. The result was an easy transition with staff learning the software quickly, reduced training burden, and ready access to needed information without manuals—delivering improved efficiency and consistent loan and trust accounting across the organization.

California Baptist Foundation

Woodall

California Baptist Foundation