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Barrett Financial Group modernizes the mortgage experience with cloud and AI

Barrett Financial Group's investment in cloud solutions, AI and automation lead to nationwide expansion. 

Overview

Barrett Financial Group is a fast-growing, family-led mortgage brokerage operating in 49 states. As the organization scaled from 250 to more than 2,500 employees, leadership doubled down on innovation and technology as a growth engine.

RapidScale helped Barrett Financial Group automate loan processing and scale operations nationwide without adding IT overhead. 

Outcomes that matter

By partnering with RapidScale, Barrett Financial Group modernized its operating model to support national expansion, reduce friction for loan officers, and deliver a faster, more seamless borrower experience without building a large internal IT team.

  • Reduced repetitive loan logging work by 85% 

  • Doubled monthly loan volume to over 3,000 

  • Achieved more than $1M in projected annual payroll savings  

  • Enabled loan officers to focus on revenue-generating work 

  • Delivered faster decisions and higher-quality borrower experience  

 

barrett-logo
RapidScale Solutions:
AICloudDigital workplace
Vertical

Financial services

Business Size:

Large enterprise

Outcomes that matter

By partnering with RapidScale, Barrett Financial Group modernized its operating model to support national expansion, reduce friction for loan officers, and deliver a faster, more seamless borrower experience without building a large internal IT team.  

  • Reduced repetitive loan logging work by 85% 

  • Doubled monthly loan volume to over 3,000 

  • Achieved more than $1M in projected annual payroll savings  

  • Enabled loan officers to focus on revenue-generating work 

  • Delivered faster decisions and higher-quality borrower experience  

The challenge

Barrett Financial Group was growing fast, but manual, repetitive processes were holding the business back. Without a dedicated internal IT team, loan processing slowed, compliance became harder to manage, and scalability was at risk.

At the same time, rising security pressures and aggressive hiring goals made modernization essential, not optional. Leadership needed a trusted partner who could reduce complexity, strengthen cyber resiliency, and support growth without disruption. 

The solution

RapidScale delivered a secure, scalable foundation designed to support nationwide dedicated fiber and managed WiFi, paired with Microsoft 365 and advanced email security.

  • Migrated on-premises systems to the cloud with shared, secure, nationwide access and an AWS data lake for analytics and AI
  • Custom AI and automation for loan logging, document processing, payroll workflows, and compliance confidence
  • Custom internal portal and AI scenario assistant to unify tools, accelerate decisions, and empower loan officers in real time
Case Study

Learn how RapidScale helped
 a fast-growing mortgage brokerage double their loan volume, cut manual work by 85%, improve data security, 
 and innovate with AI

Explore onPhase Case Study
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