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Enterprise Assessments

One-time, fixed-price assessment of your enterprise to help you reduce costs, manage risk, and scale your business. Includes actionable recommendations by industry experts for immediate impact on your bottom line. Our cross-disciplinary team includes professionals in finance, technology, business to business marketing, client acquisition, and operations.
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Mortgage Analytics

Online metrics, KPIs, and financial reports that are dedicated to the mortgage business. Visualize your leading and lagging indicators. Know what to expect in a timely manner without burdening your accounting staff to produce specialized reports. Branch and department level reporting keeps your team accountable. Integrates with AMB, QuickBooks, Lending QB, Encompass, and other major mortgage packages.
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Branch Operations

Information on-line and on-time. Automated metrics and financial information securely displayed to you and your team in near real-time. Speed information to all your departments/branches while eliminating manual reporting. Use your existing accounting and CRM systems. Customizable Key Performance Indicators (KPI). Creates accountability among your managers with roles based access.
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About 5X Solutions, LLC

"5X Solutions helps enterprises to identify opportunities and monitor execution. Our proprietary method manages risk, increases ROI, and ensures timely feedback with analytics and visualization of key metrics."

Telemetry BI

1

Assess

Quick, low-cost way to explore opportunities and find the best solution for a fast ROI.

We survey stake holders first. Then we identify the risks and opportunities associated with the problem. We keep drilling down and incorporate feedback until we achieve clarity.
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2

Integrate

Extract and synthesize data into actionable information.

Pull data from accounting and operation systems.The data is distilled and integrated to provide a comprehensive and holistic view of the enterprise.
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3

Implement

Roll-out cloud based reporting and visualization platform.

Real time access, from any smart phone, tablet or computer to reports and metrics that focus on the specific challenges of the business. Display leading and lagging indicators in near real-time. Provide branch reports and metrics based on the end user's role.
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4

Automate

Generate compliance reports and update books.

Automatically generate industry reports to government regulators and funders. Replace Excel spread sheets and streamline the reporting process. Update your accounting system based on operational transactions.
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Mortgage Partners

Our professional alliances with the nation's best mortgage focused CPA firms.

Acquavella, Chiarelli, Shuster, LLP

Certified Public Accountants and Advisors
Acquavella, Chiarelli, Shuster, LLP

Spiegel Accountancy Corp

Certified Public Accountants
Acquavella, Chiarelli, Shuster, LLP

Clients and Major Projects

Freddie Mac
Quicken Loans
Alterra Home Loans
Evolve Bank
Neighborworks
City of Philadelphia
National Association of Hispanic Realtors
Dept. of Housing and Urban Develop
National Community Stabilization Trust
Meadowbrook Financial Mortgage Banker

News

Access our latest articles and white papers

CONTACT: Amy Hansen

Seroka Public Relations

414-520-5680

[email protected]


Spiegel Accountancy Corp. Announces Professional Alliance with 5X Solutions to Provide Mortgage Lenders with Increased Analytics and Insights


Pleasant Hill, CA., August 1, 2017 – Spiegel Accountancy Corp., a professional accounting firm that serves the mortgage industry and small businesses nationwide, announced today it has formed a professional alliance with 5X Solutions, a mortgage research, data analytics technology company. It is the only accounting firm to have an alliance with the mortgage business intelligence company.


“Over the years our companies have enjoyed great synergies oftentimes working together for the same mortgage banker clients. We decided now was the perfect time to play off each other’s strengths and open the door to provide mortgage bankers with a wider variety of analytical tools coupled with the tax and audit intelligence of our experts,” stated Henry Chavez, Senior Audit Manager at Spiegel Accountancy Corp (SAC).


The collaboration combines SAC’s vast accounting acumen with 5X Solutions’ flagship business intelligence product, Telemetry MBI, to offer mortgage lenders unique financial solutions for optimized performance.


John Beneventi, Co-Founder, 5X Solutions said, “Having worked together in the past, our companies’ close relationship brings added service and benefit to our mutual clients. We’re looking forward to leveraging our collaborative efforts by providing the mortgage lending community with advanced financial solutions that improve measurement, management, and performance.”


About Spiegel Accountancy Corp.

Spiegel Accountancy Corp. is a professional accounting firm based in the San Francisco Bay Area with a national practice specializing in the mortgage banking and small business sectors. Spiegel’s senior-level CPAs are actively involved and readily accessible to all the firm’s clients. Their deep understanding of business for audit and tax purposes makes them uniquely qualified to share best practices, meet mortgage companies’ needs and exceed their expectations.


For more information, please e-mail [email protected] or visit the company’s website at www.spiegelcorp.com.


About 5X Solutions

5x Solutions, LLC is an industry leader in research, data analytics, and technology with specific expertise in the mortgage industry. It offers clients both advisory and technology services that optimize resources, improve profitability and increase scalability. Using its cloud based Telemetry MBI-application, clients have 24/7 access to critical key performance indicators, metrics, and financial reports needed to measure and manage their company. Learn more at http://www.5xsolutions.com or http://www.telemetrybi.com


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Contact

Call us at (858) 759-7028, or email us using the form below

5X Solutions
P.O. Box 8018
Rancho Santa Fe, CA 92067
+1 (858) 759-7028
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