Case Study: True North Mortgage streamlines payments and approvals with Plooto

True North Mortgage stands out by getting their payments out fast

True North Mortgage, a Calgary-based mortgage broker, needed a faster, more professional way to handle payments to employees, vendors, and clients. With a two-approver workflow and a growing reliance on digital operations, checks were too slow and cumbersome, and reconciliation was time-consuming. They turned to Plooto to simplify and speed up their payables process.

With Plooto’s online payments and QuickBooks integration, True North Mortgage centralized invoice review, approvals, and supporting documents in one place, eliminating extra data entry and reducing reconciliation work. The result was a streamlined workflow for its two-person accounting team, daily payment processing, and a turnaround of no more than 48 hours, helping keep payees happy and operations efficient.

True North Mortgage

Srinivas Pabbaraju

Controller