BeSmartee is a leading financial technology company that provides comprehensive digital mortgage platform solutions. Their suite of best-of-breed mortgage technology products empowers the world's largest lenders and brands with the tools they need to deliver a modern, streamlined mortgage experience. BeSmartee's award-winning Mortgage Point-of-Sale (POS) platform enables lenders to offer borrowers faster preapprovals, underwriting, and closing times compared to traditional mortgage processes.
BeSmartee faced multiple complex challenges including navigating a corporate acquisition while maintaining business continuity, preserving their critical SOC 2 Type 2 certification throughout the transition, and ensuring ongoing compliance program management. Additionally, the company needed continued software engineering support and architectural enhancements to maintain their competitive edge in the fintech mortgage space. The acquisition process required careful coordination to maintain regulatory compliance and customer trust while integrating new ownership structures.
Jacobian Engineering provided comprehensive multi-faceted support for BeSmartee, including acquisition guidance, ongoing compliance management, and software development services. The solution ensured business continuity during the acquisition while maintaining certification and enhancing platform capabilities.
Key implementation areas included:
BeSmartee successfully navigated their acquisition while maintaining SOC 2 Type 2 certification and business continuity. The ongoing managed compliance services ensure continuous certification maintenance, while the software engineering and architecture enhancements have strengthened their platform capabilities. The comprehensive support enabled BeSmartee to focus on their core business during the acquisition transition and continue delivering innovative mortgage technology solutions to their enterprise clients.
Jacobian Engineering is an information security company and an AWS Advanced Tier Services Partner. Jacobian Engineering works with customers in several industries including healthcare, biotechnology, energy, financial services, construction and has strong competencies in cloud security, software development, migrations, governance, risk, and compliance.
Challenge: BeSmartee needed comprehensive support during a corporate acquisition while maintaining their SOC 2 Type 2 certification and required ongoing compliance program management plus software engineering enhancements. Solution: Jacobian Engineering provided acquisition support, maintains their compliance program, ensures annual SOC 2 Type 2 certification, and delivers software engineering and architecture services.