Consulting Services

We have years of experience in all facets of mortgage lending and know first-hand the challenges and opportunities you encounter. By observing both the rewards of best practices and the consequences of poor decisions, we have developed a real-world approach to workflow optimization.

By using Six Sigma Principles, we can:

  • Help identify and define areas for improvement
  • Build consensus and commitment around corrective action
  • Deliver clear and relevant action plans for all stakeholders
  • Facilitate training to proactively address current and future issues
  • Offer turn-key structured and tailored solutions

Core Competencies

  • Mortgage Fulfillment Solutions
  • Loan Manufacturing Workflows
  • LOS Administration
  • Wholesale & TPO Setup/Implementation
  • NMLS Regulatory Compliance
  • Digital Mortgage Solutions
  • Secondary & Investor Strategies
  • Non-QM Loan Programs
  • Renovation & Construction Lending
  • Data Analysis
  • Technology Assessment
  • Processor & Underwriter Assessment
  • Recruiting & Talent Assessment
Contact us today for a complimentary exploratory discussion!