Financial Services
Mortgage broker with 1,000 employees in 9 states
Replaces Salesforce with Dynamics 365 for a complete internal service management/IT ticketing/applicant tracking system
Success Story: Regional Mortgage Broker 2019-07-17T20:05:17+00:00


This regional mortgage broker, with 1,000 employees in 9 states, has been named one of the Top 100 Lenders in America for 7 consecutive years and has served more than 100,000 home owners.


This firm was paying too much for Salesforce, which they were using for internal IT Service Management (ticketing). In addition, it was unable to meet to meet ITSM requirements. With Dynamics 365 for Customer Engagement-Service, they got a complete internal service management and IT ticketing, workflows, and tasking for all departments, including HR (onboarding), as well as an Applicant Tracking System (ATS) for personnel and benefit management, employee/manager self-service, and to attract and onboard talent.

About AKA Enterprise Solutions

For more than 30 years, AKA Enterprise Solutions has been dedicated to making it easier organizations to do business and innovate their way to greatness by using technology to simplify processes and reduce risks. Specializing in Microsoft Dynamics 365, Cloud Services Business Process Consulting, and Custom Application Development, we combine industry and technical experience, proven methodologies, and world-class consulting to help firms achieve their goals. The company is headquartered in New York, NY, with offices located throughout the U.S.

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