CUSTOMER STORY: ADVISORS MORTGAGE GROUP

A better mortgage experience, from start to finish

See how Advisors Mortgage Group helped more borrowers choose digital asset verification, driving a 67% increase in connected accounts.

CUSTOMER STORY: ADVISORS MORTGAGE GROUP

A better mortgage experience, from start to finish

See how Advisors Mortgage Group helped more borrowers choose digital asset verification, driving a 67% increase in connected accounts.

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Making mortgages easier for real people

Buying a home is one of the biggest financial moments in a person’s life. Advisors Mortgage Group believes that process should feel clear, supportive, and easy to navigate, not weighed down by paperwork and follow-up requests.

With Plaid, Advisors replaced manual document collection with a simpler way for borrowers to securely connect their financial accounts. That shift helped borrowers move through applications faster, gave underwriters trusted data straight from the source, and reduced the need for repeated requests. Bottom line: Everyone involved gets a smoother experience.

Making mortgages easier for real people

Buying a home is one of the biggest financial moments in a person’s life. Advisors Mortgage Group believes that process should feel clear, supportive, and easy to navigate, not weighed down by paperwork and follow-up requests.

With Plaid, Advisors replaced manual document collection with a simpler way for borrowers to securely connect their financial accounts. That shift helped borrowers move through applications faster, gave underwriters trusted data straight from the source, and reduced the need for repeated requests. Bottom line: Everyone involved gets a smoother experience.

“Nearly all of our loan officers opted in on their own, because it just made sense—Plaid makes life easier for them, our underwriters, and our borrowers."
Wayne Steagall
TECHNOLOGY DIRECTOR, ADVISORS MORTGAGE GROUP

How Advisors Mortgage sped up underwriting

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