
SERVICES
Start-up and Transition Project Management
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Start-up of new mortgage departments for established and newly-formed institutions
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Best efforts flow to hedged mandatory delivery/AOT transitions
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FHA, Ginnie Mae, Fannie Mae, Freddie Mac, VA, USDA Rural Housing agency approvals and program implementations
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Wholesale, correspondent and internet lending channel start-ups
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Local, regional and national geographic growth assistance
Advisory Services
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Mortgage company acquisition/merger advisory and due diligence assessments
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Workflow design and implementation for application to close efficiency
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Regulatory compliance and quality control advisory, assessments and reporting
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Relationship development advisory for leading national correspondent investors
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Secondary marketing, interest rate risk/hedging strategies
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P&L evaluations, profitability enhancement/expense reduction strategies
Personnel
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Recruiting and assessment of mortgage personnel.
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Compensation and performance strategies
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Training and development
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Outsourced and contracted personnel placement
Sales and Marketing
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Digital Marketing creative, management and strategy (Social Media, Google® Ads, Connected TV, etc.)
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Website Development
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General advertising, creative design, branding and marketing strategies
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Direct sales staff development, training and assessments
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CRM System design and implementation
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Affinity/group sales strategies
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Customer total satisfaction/loyalty strategies, evaluations and reporting
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Consumer banking, lending and investment cross-sell strategies

Technology
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Selection advisory and system implementation of leading core mortgage lending systems
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Website design, development and integration of proprietary B2C internet mortgage origination websites
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Price/product engine selection advisory and system implementation
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Integration of online aggregated lead channels (Bankrate, Zillow® , etc.)
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Systems hardware sales and service - Authorized Dell® and Sony® value-added reseller