Tips for LOS Implementation Program Management So, you’ve decided you need a new LOS. You’ve secured user buy-in for a new system, you’ve selected the right LOS, and you’re ready to start the LOS implementation process. Your organization is well on its way to reaping the benefits of a modernized, automated, compliant loan origination system.…

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How to Get User Buy-In for a New LOS We’ve talked a lot in our thought leadership about how to pull off a successful LOS implementation. But before you can begin tackling that project, you first need to convince key stakeholders that there is a clear and demonstrable need for a new loan origination system.…

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Agile Transformation Boosts IT Delivery for Private Equity-Backed Mortgage Firm A mortgage company owned by a large private equity firm needed help restructuring their IT delivery process. With no standard IT delivery methodology in place and each IT group siloed, there was little to no collaboration from department to department.  Regular reporting, particularly, was a…

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Improving a Data Exchange Platform with Infrastructure as Code The exchange of data is a universal problem. When trying to exchange data with someone, you face two challenges – is the transfer secure, and is it efficient? Saxony created a data exchange platform (DXP) that is highly secure, highly efficient, and will scale up as…

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SEC Regulatory Updates for Private Equity Firms The Securities and Exchange Commission (SEC) announced recently that it intends to revise some reporting requirements for private equity firms, though the agency offered few details. The news came from the SEC’s Office of Information and Regulatory Affairs and its annual Unified Agenda of Regulatory and Deregulatory Actions,…

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3 Common Private Equity Pain Points Private equity has evolved significantly over the past several years – moving from an era of “bootstrap” deals to one defined by complex, fast-paced transactions. This shift has boosted the role of technology in helping assess asset value and deliver operational improvements – both of which impact the bottom…

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Private Equity Deal Lifecycle: Post-Acquisition The CIO’s role coupled with technology deliverables highlight the post-acquisition phase of the private equity deal lifecycle. For private equity firms, the post-acquisition phase of the deal lifecycle is where the strategy developed during the due diligence stage is implemented. The success of this implementation is directly tied to how…

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Private Equity Deal Lifecycle: Due Diligence Private equity due diligence is about assessing costs and value. If the due diligence stage of the private equity deal lifecycle were described in a turn of phrase – it would be “measure twice, cut once.” This critical stage involves collaboration between many highly skilled and specialized resources, including…

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Private Equity Data Strategy Data strategy and access is key for private equity clients. Many private equity firms are rich in data but poor in data strategy, a gap that can be costly when it comes to making investment decisions. How do you begin to close that gap, and what benefits do you stand to…

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A Guide to Technology Due Diligence The due diligence stage of the private equity asset lifecycle sets the tone for your investment strategy and protects you from taking bad risks. If “the money is made when you buy it,” then your ROI is dependent upon accurately assessing prospective investments. In a digital era, technology is…

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