CASE STUDY

Hire2Retire Paylocity Integrations Sync Profile Data for EPM Mortgage

Timely Terminations

Superior "First Day at Work"

Access Provisioning

Role-Based Access Control

Industry

Real Estate

Company Size

300-500 Employees

Implemented Solution

Paycom to Hybrid AD

Customer

EPM Mortgage

Situation

In the real estate industry, accessing suitable mortgage products and securing a mortgage can be a complex and intimidating process for many prospective homeowners and investors. This is where EPM Mortgage steps in, offering a comprehensive range of mortgage solutions designed to simplify and streamline the home financing process.

From conventional home loans, Federal Housing Administration (FHA) loans to home equity products, EPM has a diverse portfolio of solutions tailored for first-time homebuyers, veterans, and real estate investors alike. Founded in 2008 in Georgia, the company now operates nationwide, delivering personalized service through a network of experienced loan officers. With a team of more than 500 employees, EPM works on streamlining the borrowing experience, leading to greater accessibility to homeownership.

Struggles and Pains

While EPM’s dedication earned it the title of ‘All-in-One Lender’, the manual process it used for managing employee lifecycle changes created various challenges for its HR and IT teams. Sysadmins had to manually update every employee profile change in Active Directory (AD) and Entra ID (Azure AD), which made it extremely difficult to keep employee profiles accurate and consistent. Crucial tasks such as employee onboarding, offboarding, and managing SGs, DLs, and OUs were very time consuming and resource-intensive due to the absence of integration between its HR system, Paycom, and AD. This not only led to a poor ‘First Day at Work’ experience for new employees but could also lead to potential security risks after employee terminations.

These challenges prompted EPM to search for Paycom integrations, looking for a solution that could efficiently streamline its employee lifecycle management and identity provisioning processes.

Efficient, Insightful, and Helpful
The Hire2Retire system is wonderfully easy to use and can be learned quickly by any seasoned systems admin. The support is quick and always looks to help.

Douglas P. ( IT Systems Administrator )

Efficient, Insightful, and Helpful
The Hire2Retire system is wonderfully easy to use and can be learned quickly by any seasoned systems admin. The support is quick and always looks to help.

Douglas P. ( IT Systems Administrator )

Resolution

The need for a solution to its HR-IT integration challenges brought EPM to RoboMQ, the leading integration platform as a service. RoboMQ’s comprehensive Pre-packaged Integration Product, Hire2Retire, helps EPM to streamline and automate its employee lifecycle management and identity provisioning processes. Hire2Retire integration between Paycom, AD, and Entra ID allows EPM to:

Keep employee profiles updated and consistent between Paycom and Hybrid AD.

Avoid security and compliance risks by automatically revoking employee access upon termination. 

Assign rule-based group memberships for its employees smoothly and precisely.

Free Sysadmins from repetitive and error-prone manual integration tasks, enabling them to focus on core responsibilities.

Want to learn more?

Ready to join the wave of companies automating their employee lifecycle management processes with Hire2Retire? Schedule a demo call with us today to see what Hire2Retire can do for your business.