Mountain West Financial Returns to Hyland Software's OnBase Solution, Streamlines Loan Processes

CLEVELAND – Aug. 14, 2012– For lenders, staying ahead of the competition by delivering better, faster customer service is essential. Mountain West Financial, a full service privately held mortgage banker, chose Hyland Software’s enterprise content management (ECM) solution through partner DocuSource. The lender will use the solution to promote better service by streamlining processes in lending procedures.

This is second time Hyland can call Mountain West a customer. As the economy declined, Mountain West opted to move to a solution that promised the same efficiencies at a lower price. Because the solution wasn’t flexible and was too complex for users, the lender returned to Hyland.

“When we left Hyland we quickly learned that the FileBound solution wasn’t as robust and didn’t have the functionality we saw in OnBase. It was clear that we needed to return to Hyland,” said Susan Hartsock, business analyst at Mountain West. “OnBase is a more sophisticated, flexible solution that aligned with our goals to increase speed and efficiency in our lending processes.”

Mountain West began its OnBase implementation in the post-close and accounting departments. The lender has already duplicated existing paper processes with OnBase workflows to automate investor delivery. It plans to continue to expand its workflows with the goal of becoming completely paperless within the next five months.

“We couldn’t be more excited to welcome Mountain West back as a customer,” said Michelle Shapiro, Hyland’s financial services marketing manager. “Their return to Hyland validates our consistent record of providing critical, innovative technology solutions to help lenders automate processes. It’s one of our strengths and why we have been named a Top Service Provider by Mortgage Technology seven times in nine years.”

For more information about Hyland’s ECM solution for financial services visit

About Hyland Software
For more than 20 years, Hyland Software has been dedicated to meeting organizations’ needs for document and process management with OnBase, an enterprise content management (ECM) solution suite. As OnBase has evolved through consistent product innovation, it remains focused on automating business processes that depend on documents, content and people to operate more effectively.

OnBase enables credit unions, banks and lenders to better manage the content that surrounds their processes. OnBase connects people to the documents, data and processes they need to make more informed decisions. Employee productivity increases because they spend less time searching for paper and dedicate more time to providing quality service to their customers and members.