Case Studies

Quest Advisors streamlines client-facing QC and enhances audit transparency with ACES

COMPANY

Founded in 1995, Quest Advisors is a nationwide provider of quality control, due diligence, and risk management services for residential mortgage lenders. With a commitment to integrity, accuracy, and regulatory compliance, Quest supports lenders through a comprehensive suite of post-closing, pre-funding, servicing, and MERS® audits.

Quest’s team of experienced mortgage professionals delivers objective, actionable insights that help clients improve loan quality, minimize risk, and maintain investor confidence. Leveraging technology and deep industry knowledge, Quest serves as a trusted partner in driving transparency and operational excellence throughout the loan lifecycle.

For more information visit, https://www.questadvisors.com.

CHALLENGE

Like many growing service providers, Quest Advisors originally relied on a homegrown software system to support its QC operations. While the platform functioned well in early years, it lacked the flexibility, scalability, and reporting functionality needed to support a growing client base.

Primary challenges included:

  • Resource constraints around internal software development and maintenance
  • A need to securely support dozens of external client users in one platform
  • Limited visibility into performance across client relationships
  • Inability to scale client-specific reporting needs with a legacy tool

To remain focused on quality, not software development, Quest Advisors needed a partner capable of supporting complex, client-facing QC operations.

SOLUTION

After evaluating several vendors, Quest Advisors selected ACES Quality Management & Control® Software based on three core criteria: data security, reporting flexibility, and demonstrated investment in long-term platform development and support.

“What makes Quest tick and why we go to work every day is quality. It's ensuring that we are providing quality for our clients,” said Stephen Mollot, Chief Information Officer at Quest Advisors. “We knew that we could be far more efficient with a much better system than our original homegrown system, and we chose ACES because they aligned with our extreme focus on quality and desire for continual improvement.”

Key capabilities leveraged include:

  • ACES CONNECT, enabling clients to securely access findings, reports, and commentary
  • ACES Managed Questionnaires (AMQs), customized to individual client programs
  • Customized Reporting, which allows Quest to build tailored dashboards for each lender


RESULTS

Seamless Implementation & Tailored Support

Quest and the ACES team executed a seamless implementation through strong collaboration and transparency.

  • Launched ACES without disrupting day-to-day operations
  • Configured the platform to support Quest’s client-facing QC model
  • Aligned system setup with Quest’s workflows and security requirements through close coordination
  • Reduced support needs thanks to the platform’s intuitive interface and thorough training

Improved Collaboration & Visibility

By centralizing client workflows within ACES, Quest enhanced communication and audit visibility across all departments.

  • Empowered all employees to work within ACES, strengthening team alignment and transparency
  • Provided clients with secure, streamlined access to audit findings and reports through ACES CONNECT
  • Centralized client data, commentary, and results in one secure location

Flexible Workflows & Custom Reporting

ACES enables Quest to manage multiple client relationships with precision, while delivering tailored reporting and support for each partner’s unique needs.

  • Reporting engine allows for fully customized client reporting
  • Tailored AMQs match client programs and investor guidelines to ensure accuracy and compliance.
  • Applied built-in controls and exception tracking to ensure consistency and build credibility

Trusted Partnership & Strategic Influence

Quest remains actively involved in shaping ACES through an ongoing partnership built on collaboration and transparency.

  • Participates in the ACES User Advisory Board and beta testing group
  • Provides direct feedback that informs product enhancements and new features
  • Benefits from consistent communication and support that drives long-term success
“I would describe ACES as flexible, secure and responsive. The system enables us to create whatever process we need to help our clients and the visibility of the information within the system helps ensure we’re all on the same page, working towards the same goal.”

Improve Productivity And Quality While Controlling Costs And Risk

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