Author: Kayla Sutton
From the beginning, Assurance Financial set out to be a different kind of mortgage company. One that not only celebrated our customers’ hopes and dreams of home ownership, but also connection – through our customers, our partners, one another, and our community. We are personally invested in each and every employee, and each and every employee is personally invested in providing first-class service to each and every customer.
Our Mission
We do more than help to buy a home; we serve to create a community.
Our Vision
Across industry channels, cultures and life stages, we couple technology-focused solutions with superior customer service to provide a seamless and enjoyable home buying experience that exceeds expectations.
Assurance Financial: A Case Study in Customized Business Intelligence for Mortgage
Articles by: Richey May, Aug 04, 2020
In 2018, Assurance Financial was experiencing a time of growth and it became clear they needed customized business intelligence for mortgage. After a complete brand overhaul, including a new website and point of sale experience, Assurance was ready to grow and expand into new markets. Further, leadership wanted to expand their financial services offerings and add a consumer-direct origination division within the company.
To plan for expansion successfully, the leadership team needed accurate data and actionable insights.
Assurance Financial had some level of reporting through Encompass and limited pipeline reports through Motivity. They could pull basic numbers, like current volume and pipeline, but were lacking the kind of deep insights needed to find operational efficiencies.
Assurance was looking for a partner to solve their most pressing challenges with data, including:
- Lack of Trust In Data
- No Shared Views
- No centralized BI team
- Technology that didn’t work together
After evaluating several business intelligence offerings, Assurance chose to partner with RM Analyze.
Learn more about Assurance’s experience with implementation one year in, including their new digital application process, and how they achieved growth in their desired business areas.
Our RM Analyze team is staffed with data analysts with mortgage company experience. Our solution is built to cater to the needs of mortgage companies, with pre-built reports to get you started fast and customization from expert consultants.
“The technology has helped us convince the LOs to be more customer-centric because we can see what customers like and respond well to.” Katherine Campbell, Chief Digital Officer at Assurance Financial
By specializing in customized business intelligence for mortgage, our team can provide deeper insights from your data, not just pipleine reports that look backwards.
“We were originally hoping to replace Motivity, but RM Analyze was so robust our goal evolved to fit with that.” Steve Ward, Chief Operating Officer of Assurance Financial
“Hi, I’m Katelyn Hodges, Corporate Trainer and Loan Officer here at Assurance Financial.
I started with Assurance at the beginning of my career in the mortgage industry as a loan officer assistant. Over time, I transitioned into a loan officer role. After many years in this role, I realized that I was passionate about being a mentor for other loan officers, and with Assurance had the opportunity to become a corporate trainer for all of our new salespeople.
I’m the point person for every new hire from their first day on the job onward. Even after your initial training period, I am still available for any questions, and if I can’t answer them, will point you in the right direction.
My favorite part of being a corporate trainer here at Assurance is helping both new loan officers and veterans of the mortgage industry who are new to Assurance achieve their goals to become top earners, or simply to have a better understanding of the mortgage industry as a whole – which empowers them to grow their business.
Being a part of your success is the most rewarding part of my job.”
– Katelyn Hodges: Corporate Trainer/Loan Officer at Assurance Financial’s Branch Operations Division in Baton Rouge, Louisiana
“To successfully do my job, my department stays in close contact with the rest of the Assurance team. We are dedicated to finding the right people for our growing company – especially during these trying times.
To truly invest in each and every person who joins our team, our recruiting, licensing, training, and HR departments all work cohesively together as one team with one goal in mind: to support our new hires’ needs and goals and to make your transition both seamless and easy.
We want you to feel at home in your new role with our company. Reach out to our recruiting office today, and find out how Assurance can uniquely support you in your personal and professional goals.”
– Courtney Henson: HR Director at Assurance Financial’s Branch Operations Division in Baton Rouge, Louisiana
At Assurance Financial, we’re here to open doors – for our clients and our loan originators. We’re invested in your success.
As our thriving business expands, we want to find good markets and hire great people in those markets. We know that every single person in our team makes a difference: from executive management to back office support, we are all working towards the same goal of satisfying our customers and closing our loans on time.
Hear our Chief Digital Officer, Katherine Campbell, talk about how Assurance Financial uses Mar-Tech (marketing technology), automation, and a full in-house agency to provide quality service so that your marketing efforts can be as successful as possible.