Case Study: Mortgage lender NTFN achieves 30% finance efficiency gain and reduces month-end close from 30 to 6 days with Sage Intacct

NTFN gets its house in order with Sage Intacct

NTFN is a full‑service mortgage banker (est. 1992) operating in 17 states that had been relying on an outdated, on‑premise accounting system that frequently crashed and required manual workarounds. As the company shifted its business model to retail mortgages and needed faster, more detailed reporting for a new owner and regulators, month‑end closes took about 30 days and the finance team spent excessive time on data entry instead of analysis.

NTFN partnered with Sage Intacct implementation partner Wipfli to realign and optimize its cloud financial system and train staff, going live with updates at the start of 2018. The refresh shortened close time to as few as six days, improved finance efficiency by 25–30%, sped quarterly regulatory reporting by ~25%, reduced accounting headcount from seven to four, and delivered dimensional reporting and drill‑down that provide deeper business insights and free the team for higher‑value work.

NTFN

Von Maharaj

Controller