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Lower`s multi-channel fintech platform meets consumers where they want to do business. Its tech-forward direct to consumer brand, Lower.com, offers a streamlined, digital approach, while its retail presence, consisting of Homeside Financial and 18 additional regional lending teams, focuses on an in-person, local experience with offices around the country. Additionally, the company will soon expand to offer Mortgage as a Service (MaaS) to its growing book of business. The company has funded more than $18.2B in loans since its founding in 2014 and raised the largest Series A investment in Ohio history in 2021. The Lower team has grown from five employees in Columbus, Ohio to more than 1,700 across the nation, and has been named a best place to work, both locally and nationwide.
Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
Brian K. Adams is a Elmira, NY-based company in the Financial Services sector.
Dubois-Pike Credit Union is a Jasper, IN-based company in the Financial Services sector.
Founded in early 2008 to address challenges created by the growing housing crisis, our company is committed to providing innovative servicing solutions for both performing and non-performing mortgages. Until recently, the existing traditional mortgage servicers were adequately able to handle the mortgages under their care. The functioning premise of their servicing models was a high volume, low delinquency approach. However, in the last two years, due to many factors, residential mortgages have begun experiencing unprecedented levels of delinquency. As a direct result, many servicers quickly found themselves overwhelmed and unable to effectively manage the resulting complications. We conducted an exhaustive analysis of the existing mortgage servicing industry and gained valuable insight into the short-comings of current mortgage servicers. Realizing that even adapting an existing approach was wrought with immense challenges including legacy portfolio issues and unproductive corporate cultures, we decided to build a new model from the ground up, the focus of which would be to benefit both the homeowners and the lenders.