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Mortgage & Finance Bookkeeping Made Simple

From loan origination to closing, we keep your financials clean, compliant, and ready for every decision.

 
 
 

We Understand Mortgage & Finance

Managing loan pipelines, commission tracking, compliance requirements, and operating costs while keeping clients happy is no small task. At Complete Controller, we take the financial pressure off your team so you can focus on funding more dreams.

Why Mortgage & Finance Firms Trust Us

Loan-Level Accounting & Tracking

Commission Calculations & Reporting

Compliance-Ready Financial Records

Cash-Flow Dashboards for Smarter Lending Decisions

Controller Oversight for Sustainable Growth

Audit-Ready Documentation That Keeps Regulators Happy

Client Stories

“It has been a pleasure to work with my accounting team, Complete Controller has been a great support to us.”

- Michele Potts, High Tech Lending, Controller

“The platform is great, our CPAs were happy with our accounting, and our Controller and Bookkeeper have done a great job handling all of our clients.”

- Erin Carachilo, Finance Director, VF Investments*

“Complete Controller did a great job assisting us with our business needs! … got the books cleaned up so I knew how my business was doing. I’m very happy with the services and my team … communicated well with me and got the books cleaned up.”

- Robert Madden, Trojan Financial Services LLC, Business Owner

Why Choose Complete Controller?

  •   Trusted by mortgage brokers, lenders, and financial firms nationwide
  •   Partners with industry-leading tools: QuickBooks, Encompass, Calyx, ADP
  •   Secure, cloud-based systems that scale with your firm
  •   Expert support that understands lending workflows, compliance needs, and real-world financial pressure

How It Works

Strengthen Your Lending with Stronger Numbers

Frequently Asked Questions

Yes! We set up detailed tracking so you can see profitability by loan, branch, or even by team—no more guessing where the money is going.

Not at all. We integrate directly with those tools, so you keep the systems you know while getting cleaner, synced financial data.

Absolutely. We prepare compliance-ready reports, keep your records audit-proof, and make sure you’re always regulator-ready.

We build easy-to-read dashboards that show you exactly what’s coming in, going out, and what’s ahead—so you stay in control.

Yes. Your data is encrypted, stored securely in the cloud, and protected by strict privacy protocols. Think bank-level security for your books.

Many firms keep their in-house bookkeeper and use us for oversight. We catch errors, tighten processes, and give year-end clarity.

Most mortgage and finance firms are fully onboarded within a couple of weeks, with minimal disruption to your daily operations.