Advantage Systems Reports Successful Third Annual User Conference

IRVINE, Calif., July 25, 2017 – Advantage Systems, a provider of accounting and financial management tools for the mortgage industry, announced today that its third annual user conference for AMB and ApprovalSoft users was a resounding success.

The conference was held June 22-23, 2017, at the Balboa Bay Resort in Newport Beach, California. The Balboa Bay Resort was booked to capacity because of the high conference attendance.

Advantage Systems’ annual user conference enhances current users’ knowledge of the company’s flagship AMB, accounting system, designed for the mortgage industry and ApprovalSoft, designed to manage the approval of just about anything. Conference attendees participate in various sessions to gather insight on how to better utilize these tools, ensuring that Advantage System’s solutions address all user needs.

Session topics included: comprehensive use of AMB’s dashboard features; advanced reporting capabilities; tips for calculating complex commissions; and best practices when using specific functionality within AMB. This year, Advantage Systems added a session focused on hedge accounting, featuring industry experts: Phil Rasori from Mortgage Capital Trading and Jennifer Hannah from Richey May and Company. Jared Huff from Alight Mortgage Solutions and Eric Gallagher from KSJG also presented on budgeting and forecasting. Next year’s conference will also be held in June in Newport Beach.

“These conferences offer a fantastic opportunity for our clients to meet other clients, learn more about what can be done in AMB and Approvalsoft®.  Attendees not only get a chance to see what changes are being implemented but they can be a major force in driving those changes.  The feedback we get from these conferences is invaluable,” said Brian Lynch, president of Advantage Systems. “We strive to make each year’s conference an educational experience for all AMB users, no matter their familiarity with the system.”

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.


Debbie Harris

William Mills Agency