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

Fannie, Freddie & Ginnie Mae approvals

Communications

Organizational health diagnostics