Each story walks the migration end-to-end: the problem, the evaluation, the migration, the results. Anonymized when the customer asked us to be — and yes, we hold customers to a written-consent bar before a name appears.
Anonymized
$1B+ annual originations · multi-investor BEST_EX
Replaced an in-house pricing engine with RateStack in eight weeks. Two-stage eligibility cut lock-day surprises by 92%. Audit-response time dropped from 3 days to under 4 hours.
−92%
lock-day surprises
8 wk
engine replacement
<4 hr
audit-response SLA
0
investor-specific code paths
Anonymized
40 LOs across 12 markets · 5 wholesale lenders
Migrated 40 loan officers from logging into five wholesale-lender portals to one workspace. Saved scenarios + per-quote drill-down. Webhook DLQ replay closed an entire class of operational tickets.
5 → 1
portals per LO
+2 hr
per LO per day
100%
webhook recoverability
−40%
ops-ticket volume
Anonymized
Mortgage banker · $400M monthly secondary volume
Hedge desk consumes pricing.computed and locks.* events with a shared correlation ID, eliminating fuzzy bid-tape matching. Sell-side completion audit feeds pull-through analytics directly.
+18%
bid-tape match rate
−4 days
month-end recon
1
join key (correlationId)
0
bespoke ETL pipelines
We do not fabricate logos or invent customer narratives. Every entry above represents a real customer engagement; metrics are copied from the customer's own reporting where possible and from our own logs where it's a system measurement (e.g. webhook recoverability). When a customer agrees to a story but not to logo or name use, we publish under an industry-and-size descriptor.
Named case studies require written consent captured by sales and filed in the customer-success system. The build will refuse to ship a named entry without that consent date — see the registry source for the build-time assertion.
Sample voice
Two-stage eligibility cut our lock-day surprises to almost zero. The drill-down is the first time a pricing engine has actually answered 'why' for our compliance team.
The webhook DLQ replay alone justified the migration. We used to lose deliveries when subscribers blipped; now we replay them in one click and the trace shows exactly what we did.
Our hedge desk needed clean event-time pricing. The correlationId on every event means we can join pricing, lock, and sell-side data without guessing.