Manual Reporting - Eliminate it Forever

by Ron de Frates 6. April 2021 05:58
April 14th at 4 PM EST Register at https:// er/WN_1v-6hjP6RbuOmOeTPdV3GQ


The Emergence of the Digital Mortgage: Threat or Opportunity?

by Ron de Frates 16. February 2021 02:00
Background and History:   Technology has shaped and improved the financial industry since the invention of the first computer.  Upon development of the first scalable operating system (MSDOS), software for mortgage originators and processors were developed to replace the manual processes... [More]

Simple BI Strategies Can be Effective

by John D. Beneventi 16. December 2020 23:50
Business Intelligence and data analytics provide many measurement solutions. The key to using BI properly is to determine a set of measurements that, if met, ensures the desired outcome. You don’t need to dissect data in multiple ways to have an effective measurement of company success. The goal is to keep it simple, relevant, and tied to the overall business plan and strategy you are deploying in your company. [More]


What is RPA?

by John D. Beneventi 16. December 2020 23:33
  Robotic Process Automation ("RPA") is a technology that enables a software robot (“bots”) or artificial intelligence (“AI”) digital worker to emulate a human user process to perform a redundant task. Originally designed years ago for software testing to mimic a user&r... [More]

How to Survive the End of the Refi Boom

by John D. Beneventi 16. December 2020 04:21
We have all seen the signs that the refi boom is coming to an end. The Mortgage Bankers Association recently predicted that 2021 loan originations would shift with purchase demand increasing by 11% and refinance decreasing by 49%. If this is true, there may be a net change in demand for mortgage of 39%. To prepare for such a downturn, mortgage execs should devise a plan for analyzing the potential impact on the business. This paper provides some insight and a method for determining the impact. [More]


Telemetry MBI Business Intelligence Platform Brings Performance Metrics and Analytics to Tax and Accounting Firm’s Clients

by Ron de Frates 19. November 2020 09:44
  [San Diego, CA, November 20]— 5X Solutions, LLC, a mortgage lending business intelligence and data analytics company has announced a strategic alliance with Acquavella, Chiarelli, Shuster, LLP (ACS). ACS provides certified public accounting and advisory to mortgage lenders.   Th... [More]


What Mortgage Companies Do When Their Controller Leaves

by Ron de Frates 25. April 2018 04:10
It happens - people leave, they move on (or up). Even with ample notice, it can be incredibly disruptive when someone on your staff quits. This is especially true of Controllers and CFOs. A tight job market makes things even worse. What’s At Stake Controllers and CFOs are an integral part of... [More]


Why Software Projects Fail

by Ron de Frates 17. March 2015 02:07
Eleven reasons why software projects fail. Hint: It about understanding the problems and reacting quickly to challenges. [More]