Case Study: South Coast Mortgage & Investments achieves fast, error-free trust account reconciliation with The Mortgage Office

South Coast Mortgage & Investments - Customer Case Study

South Coast Mortgage & Investments, led by President/Owner/Broker Gene Dom, had relied on a competing DOS-based loan accounting system for over ten years and struggled with slow, unreliable month-end processes. On the recommendation of his C.P.A., Mr. Dom contacted The Mortgage Office and evaluated their lending software to address persistent reconciliation and usability issues.

The Mortgage Office replaced the old system with its lending software, dramatically speeding trust account reconciliation—Mr. Dom reports balancing both trust accounts in about two minutes with no adjustments. The Mortgage Office delivered measurable impact by eliminating lengthy month-end reconciliations (previously ~120 reconciliations at 1–1.5 hours each), saving significant time and resolving a long-standing operational headache.

South Coast Mortgage & Investments

Gene Dorn

President/Owner/Broker