We Implement the Entire Mortgage Software Solution For You

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Implementation Strategy

We’ve developed a unique approach to customer loan origination software implementation.  Every mortgage lender has different needs and satisfying those needs starts with the implementation. We arrive at an actual implementation strategy for each mortgage banking customer based on their individual requirements, and we offer solution-oriented ideas to make your workflow and processes as smooth and efficient as possible.  The strategy is developed and agreed on before we ever start.  Using a strategic approach to implementations makes you successful.

Experience Counts

At OpenClose, we employ staff who don’t just have mortgage technology experience, but also mortgage banking experience working at actual lenders.

We assign you a dedicated project manager who works closely with you and provides complete visibility and updates every step of the way, so you know exactly where you are during each stage of the implementation.

We’ll get you up and running quickly and ensure that your employees are fully trained.


Custom Configured Solutions

Our implementations are exacting and tailored to customers’ specific needs. The onus of configuration and install is completely handled by the OpenClose implementation team. We don’t pass off work to our customers like many of our competitors. Our customers do not have to tap internal resources in order to successfully complete implementations. OpenClose implementations are swift, easy and do not disrupt daily business operations.

Your Data is Always Safe With Us

OpenClose hosts customer information with QTS Realty Trust, Inc. (NYSE: QTS), a leading provider of secure, compliant data center, hybrid cloud and managed services. OpenClose’s primary data center is located in Miami, FL with a co-location in Suwanee, GA to protect against the risk of downtime. These SOC 1 and SOC 2 certified co-location facilities safely house sensitive data for many large organizations. Multiple layers of security and redundancy protect our customers — 24/7. Furthermore, guards are onsite 24 hours a day, both outside and inside the QTS facilities.

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Above and Beyond Our Solution Set

For OpenClose customers that request it, we offer professional services to be as accommodating as possible for customers that have a need for one-off projects which go beyond our solution set. A highly consultative, solution crafting approach is taken for customers that request mortgage technology professional services work. We take the time to fully understand your business requirements and architect a solution specific only to your organization. We take a holistic approach to develop custom solutions and/or optimize existing business processes for lending entities.

Our team is comprised of experienced mortgage technology business analysts, project managers, solution architects, programmers, implementation specialists, and technical support staff.