Mortgage Banking


With margins compressing, competition for talent increasing, and the market cooling down, it’s more important than ever that you maximize every aspect of your mortgage business. In the age of the digital mortgage, you have access to more information than ever. However, securing and analyzing that information can be complex, challenging, and overwhelming. From customer engagement and point-of-sale technology to LOS and document management, and from CRM and servicing technology to the management of e-docs, we have the expertise to help you assess your current environment or choose, implement, and optimize your technology investments.


As a nationally recognized leader in the mortgage industry, we know that technology continues to transform lending interactions. The mortgage banking industry is at the core of our business and our expertise enables us to bring unique value to our clients.

Plan for anything. Report on everything. Protect the right things. 


Plan for anything with cloud-based software that takes your FP&A to new heights. Tie in your HR and pricing systems to build models and scenarios quickly and accurately. Communicate your plans with simple reports or connect to our BI system to create dynamic strategies. Evaluate branches, individuals, products, and performance with ease over any period.

Report on everything with adaptable, scalable reporting customized for the mortgage industry. Connect to any system and transform data into insights for sales, operations, marketing, HR, recruiting, and more. Empower your teams to go beyond charts and start taking daily actions to drive positive results across the company.

Protect the right things with a comprehensive cybersecurity assessment. Leverage expertise with fractional CISO leadership. Develop a roadmap to align your security practices with industry, state and federal data privacy regulations. Lower your operational expenses by optimizing your security investment.

Business Intelligence

In a changing competitive landscape, you need reports that help you take action. You also need reports from every piece of software you use. Richey May Technology Solutions has acquired AMATA Solutions to provide the best BI tools on the market, tailored specifically to the mortgage industry.

 Learn more about our Business Intelligence tools

Adding Value to Mortgage Banking Companies for over 30 Years

As a public accounting firm with more than 185 independent mortgage banking clients in over 35 states, and relationships with many of the top lenders and financial institutions in the country, Richey May has the skills and experience you can rely on to mitigate risk and promote long-term success.

To learn more about our mortgage industry expertise visit the Richey May website