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Mortgage / Oct 2025

Guiding Lenders Through Every Step: Argyle’s Mortgage Customer Success Team

Meet the People Behind the Connections

When mortgage lenders choose Argyle, they’re not just getting a verification solution—they’re gaining a dedicated partner. At the heart of that partnership is Argyle’s Customer Success team: a group of passionate, experienced professionals who support lenders every step of the way, from initial implementation to long-term strategy.

In a constantly evolving industry like mortgage, where speed, accuracy, and compliance matter more than ever, our Customer Success team makes sure customers are getting the most from their verification workflows. Whether it’s VOIE, VOA, VOI, or VOAI, we help lenders integrate Argyle seamlessly into their tech stacks, optimize for Rep & Warrant relief, and unlock operational efficiencies that deliver real business impact.

Just as importantly, we focus on what matters most: creating better borrower experiences and reducing costs. From faster verifications to fewer manual steps, we help lenders modernize their processes in ways that boost satisfaction, save time, and cut expenses—without compromising GSE requirements or quality.

Meet Rowdy: Hear how his background led him to customer success—and what excites him about supporting lenders today.

A Consultative Approach to Onboarding and Implementation

From day one, our Customer Success team acts as trusted advisors, guiding lenders and loan officers through every phase of implementation and onboarding. While technical integration—such as integrating Argyle into platforms like nCino orEncompass—is an important step, our support goes far beyond that.

We work hand-in-hand with customers to map out optimal verification flows, ensure R&W relief compatibility, and drive internal adoption. Whether it’s configuring fallback strategies, troubleshooting edge cases, or coaching teams through change management, our Customer Success team brings deep mortgage expertise and a proactive, partnership-first mindset to every engagement.

Abby & Fred share their personal philosophy when it comes to building lasting customer partnerships.

Solving Challenges and Celebrating Success

Our team has partnered with some of the top lenders in the country to achieve big wins: reducing loan processing times, increasing verification completion rates, and lowering costs, fraud, and buyback risk through direct-source income and employment data.

But beyond the metrics, what truly stands out are the relationships. From guiding lenders through their first fully automated verification flow to helping teams interpret complex results, our Customer Success team provides the clarity and confidence customers need to unlock the full value of consumer-permissioned verification.

David, Fred, and Abby share their favorite customer moments and success stories.

Customer Success with a Human Touch

Every member of Argyle’s Customer Success team brings a unique perspective to the table, and we’re united by one goal: helping our customers succeed. From mortgage underwriting backgrounds to years spent in lending operations, this team understands the pressures their customers face and works tirelessly to deliver clarity, speed, and peace of mind.

Watch as our CSMs share the superpowers they’d choose to make customer success even easier.

Why It Matters: The Partnership Advantage

At Argyle, we know our technology is only as powerful as the people behind it. That’s why our Customer Success team is such a critical part of what we deliver. We’re not just support representatives—we’re strategic partners who ensure that every integration, every workflow, and every verification adds value.

When you work with Argyle, you’re never working alone.

Want to meet the team behind your verification success? Reach out to our team


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