MentoringmortgageLeaders

MISSION

Describes WHY your organization exists. Simon Sinek's TED Talk "How great leaders inspire." Brene Brown's TED Talk "The power of vulnerability" & "Listening to shame.

CULTURE

Describes HOW you/we/us are going to succeed. More specifically, this involves your beliefs & behaviors involved with accomplishing our MISSSION & VISION.

VISION

Describes WHAT you do, knows WHERE you are at, knows the climate & conditions around you and knows WHERE we are going.

PROCESS

Describes the WAY/APPROACH for how you do what you do. There are so many that operate with legacy processes. We need to constantly examining how we do what we. This is where we put in something about Kazanne the constant process of reengine.

Seven pillars of success:

PEOPLE

Describes the types of people and skill sets we need for the various jobs related to everything above. This gets into personality profiles, Six Working Genius.

LEADERSHIP

Describes HOW we are going to lead those that are involved with us in what we do. While this certainly involves thise that work with us, this goes well beyond just direct employees but also includes all outside/external relationships as well.

COMMUNICATION

Describes HOW we communicate both internally within our organization as well as externally. Both should be one and the same.

About us

We have a wide array of service to any aspect of the mortgage industry.

TECH STACK DEVELOPMENT & REFINEMENT

Evaluation of current solutions usage and recommendations for greater utilization/impact. Also recommend new solutions that will improve efficiency.

OPERATIONAL EFFICIENCY IMPROVEMENT

Evaluation of current processes and structure (based on FNMA, HUD,CFPB requirements). Direct interaction with Executives, Management and Front Line for improvement in communication, processes, and workflow. Reinforce company culture and build ownership at all levels.

TARGETED FRAUD REVIEW

Detailed file review to identify if fraud is occurring inside or outside of your organization. Identifies gaps and weaknesses in your policies and procedures. Recommend solutions and next steps.

EXECUTIVE AND MID-LEVEL MANAGEMENT COACHING

How to lead and grow as opposed to “do”.

COMPLIANCE

How to integrate compliance without clogging up the flow. Make it a competitive advantage.

WAREHOUSE REVIEW

Annual review of a lender that is required by Warehouse Lenders. Our reviews not only satisfy the Warehouse Bank but also provide important information to the Lender as we make suggestions to improve processes and operational efficiency.

DUE DILIGENCE REVIEW

Typically used for M & A or Audit preparation. More in depth than a Warehouse Review and includes file reviews.

AUDIT RESPONSE

Preparation for upcoming Audits and recommendations for how to achieve the best possible presentation. Develop Audit responses and when necessary, recommend how to overcome negative findings.

MERGERS AND ACQUISITION

Advise strategically on each phase from valuation, negotation and completion.

ADVISORY BOARDS

Consult, advise and assist the Board of Directors on issues relating to residential mortgage regulation.

STRATEGIC INTEREST RATE RISK MANAGEMENT

Design and implement interest rate hedging strategy for your financial and risk management needs.

EXECUTIVE COACHING

helping executives determine "WHAT to do" (their strategic direction) as well as "HOW to do it" (tactical direction), all the while discovering the answer to the most important question "WHY they are doing it" (defining their purpose).

FANNIE, FREDDIE & GINNIE MAE APPROVALS

Guidance and assistance in applying to these agencies. We have 100% successful approval rate on our applications.

COMMUNICATIONS

Helping you identify and change the habits that gets in the way of being heard. Making you and the organization become effective communicator.

ORGANIZATIONAL HEALTH DIAGNOSTICS

Helping you evaluate the state of the organization. whether it is right sizing or organizational challenge, we got the right tool for you

We’ve done this before.

Leaders in the mortgage industry don’t start out that way. Hear how we’ve helped mortgage businesses around the country solve problems and grow after working with Transformational Mortgage Solutions.