Barrett Financial Group Partners with RapidScale to Scale Mortgage Operations with Cloud and AI Transformation

RapidScale's custom AI and cloud solutions helped Barrett Financial Group become the nation's largest mortgage broker, scaling 2025 operations & closing more than $11B in loans.

Mar. 30, 2026 at 1:22pm

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A photorealistic studio still life featuring a stack of mortgage documents, a calculator, and a pen arranged on a clean, monochromatic background, conceptually representing the abstract strategies and technologies powering the mortgage industry's digital evolution.A minimalist studio still life captures the refined tools of the mortgage industry's digital transformation.Today in Raleigh

RapidScale, a Cox Business company, announced how it delivered measurable growth outcomes in partnership with Barrett Financial Group, one of the largest mortgage brokerages by volume in the US, using AI to eliminate operational bottlenecks, reduce costs, and build a scalable cloud and data foundation to support the company's rapid national growth.

Why it matters

After nearly 20 years in business, Barrett Financial more than quadrupled its headcount from 300 to 2,000 employees between 2021 and 2025. With an ambitious growth plan to become the largest mortgage broker in the country, its technology and operational processes had not kept pace, leading the company to partner with RapidScale to drive a digital transformation.

The details

RapidScale built several cloud-native applications tailored to Barrett Financial's operational and regulatory requirements, including automating regulatory loan data reporting, creating a centralized data foundation for AI-powered lending operations, building an AI-enabled employee intranet and internal chatbot, and deploying a high-volume payroll automation system. These initiatives enabled Barrett to scale from closing roughly 300 loans per month to more than 3,000, representing more than $11 billion in mortgages annually.

  • Barrett Financial Group more than quadrupled its headcount from 300 to 2,000 employees between 2021 and 2025.
  • Barrett Financial Group closed more than $11 billion in mortgages in 2025.

The players

RapidScale

A Cox Business company and leading provider of enterprise managed and professional services for public, private, and hybrid cloud environments.

Barrett Financial Group

One of the largest mortgage brokerages by volume in the US, with a goal of becoming the nation's largest mortgage broker.

Zach Barrett

Chief strategy officer at Barrett Financial Group.

Brayden Farr

Chief growth officer at Barrett Financial Group.

Duane Barnes

President of RapidScale.

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What they’re saying

“RapidScale and Cox Business spent two days onsite meeting with every team to understand how our business actually runs, the data and tools our teams need to support loan officers, and where there were opportunities for improvement. They came back to our leadership with AI-driven solutions tailored for our business that we didn't realize were possible.”

— Zach Barrett, Chief strategy officer at Barrett Financial Group

“Evaluating AI service providers revealed most offered out-of-the-box tools built for generic use cases, but RapidScale helped us realize we could create solutions tailored to our exact needs. The rollout has been smoother than anyone expected, with our entire team trained to use our cloud tools, securely sharing data between employees and across offices, and has truly changed how much each team member can accomplish each day.”

— Brayden Farr, Chief growth officer at Barrett Financial Group

“Our goal is to become an extension of our customers' businesses and focus on measurable outcomes that deepen their competitive edge—an approach that allows us to intelligently solve for nearly any business problem. By deeply understanding how Barrett operates and continually working with their teams to optimize as they grow, we're privileged to continue to make an impactful difference in achieving the outcomes that matter most.”

— Duane Barnes, President of RapidScale

What’s next

Barrett Financial Group plans to onboard 10,000 employees by 2030 as it continues to grow its mortgage brokerage operations.

The takeaway

Barrett Financial Group's partnership with RapidScale demonstrates how AI-driven cloud solutions can enable rapid business growth and operational transformation, even for established companies facing significant scaling challenges.