Advantage Systems Announces First Annual User Conference for Mortgage Professionals Using its AMB and ApprovalSoft Accounting Solutions

 Offers training to increase knowledge of key AMB and ApprovalSoft functions; opportunity to share best practices

 IRVINE, Calif., April 14, 2014 – Advantage Systems, a provider of accounting and financial management tools for the mortgage industry, announces it will host its first annual user conference for AMB and ApprovalSoft users June 18-19 at the Island Hotel Newport Beach, California.

This conference is designed to increase current users’ knowledge of Advantage Systems’ AMB and ApprovalSoft solutions. Conference sessions and workshops will focus on best practices when using specific functionality within AMB, tips for calculating accurate commissions, the comprehensive use of AMB’s dashboard features and advanced reporting capabilities.

Advantage Systems will provide information about its upcoming browser-based version of AMB. The conference will also feature workshops on “reporting for everyone else,” offering tips on how to use AMB as a tool for web-based executive and manager reporting.

Attendees will be invited to join the hosts on a dinner cruise in a 140 ft Hornblower yacht around the Newport Beach harbor.

“Our user conference offers our clients in-depth discussion about the best methods to utilize AMB and Approvalsoft. Our clients will gain insights on becoming more efficient with the software, while also learning how to use our latest dashboard and reporting tools,” said Brian Lynch, president of Advantage Systems.

More information about the event and the registration page can be found at

AMB is a robust accounting system that was specifically designed for mortgage bankers. The solution brings real-time accounting data to users, both accounting and non-accounting staff, in a practical, useable format. Key features include the ability to view loan level data that displays profitability by loan, loan type, loan officer and branch.

ApprovalSoft is a solution which enables users to scan or link supporting documentation to accounting transactions and record approvals, which streamlines management of financial transactions and makes audits much easier.


Debbie Harris

William Mills Agency