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The Surface: a platform for success

When brothers Brett, Casey and Jon McGovern decided to set up a full-service retail mortgage lending company in California’s San Francisco Bay Area in 2007, they couldn’t have picked a more inopportune time. Just a month after the McGoverns capitalized their business, the impending 2007-2008 global financial crisis hit full swing and was swiftly considered as the worst financial crash since the Great Depression of the 1930s.

Unlike many other mortgage lenders who were closing their doors, Bay Equity Home Loans’ founders remained dedicated to their dream of creating a family-oriented mortgage lending company that would provide high-quality customer services and lasting partnerships.

Bay Equity funded its first loan just one month after opening and was named among San Francisco Business Times’ Top 100 Fastest-Growing Private Companies in the San Francisco Bay Area in both 2011 and 2012. Fast forward to 2017, and the company now has operations centers and retail branches in more than 130 locations across states on both the east and west coasts of the US. Plus, it is currently ranked in the top 30 mortgage providers in the US and is still pursuing an ambitious growth plan.

What’s the secret to Bay Equity’s success and rapid growth? Like many of our forward-thinking customers who want to empower their employees to work more efficiently and productively inside and outside of the office, Bay Equity invested in Microsoft Office 365 and Surface Pro devices in 2012.

Today, Bay Equity’s employees are completely powered by Surface Pro. The company has rolled out more than 1,200 of the devices, alongside services such as Microsoft Skype for Business, to facilitate quick and seamless communication and collaboration.

For Brett McGovern, co-founder and CEO, the Surface Pro devices are the key drivers for the company’s current and future success.

“The most talented people in our industry expect to have the best tools to allow them to execute at the highest level possible,” he says. “People see us as forward thinking and as having made the right investments in our company, which in turn is going to provide them a platform to be successful – and that’s what the Surface represents for us.”

In the next blog in this series, I’ll take a more in-depth look at why and how Bay Equity rolled out the Surface devices.

Head to our Bay Equity Home Loans webpage to watch Bay Equity’s co-founder and CEO Brett McGovern discuss his company’s history and explain why he chose to invest in Microsoft Surface Pro and Office 365.

Read more on the Microsoft Banking & Capital Markets and Insurance blogs.