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Start-up and Transition Project Management

  • Start-up of new mortgage departments for established and newly-formed institutions

  • Best efforts flow to hedged mandatory delivery/AOT transitions

  • FHA, Ginnie Mae, Fannie Mae, Freddie Mac, VA, USDA Rural Housing agency approvals and program implementations

  • Wholesale, correspondent and internet lending channel start-ups

  • Local, regional and national geographic growth assistance

Advisory Services

  • Mortgage company acquisition/merger advisory and due diligence assessments

  • Workflow design and implementation for application to close efficiency

  • Regulatory compliance and quality control advisory, assessments and reporting

  • Relationship development advisory for leading national correspondent investors

  • Secondary marketing, interest rate risk/hedging strategies

  • P&L evaluations, profitability enhancement/expense reduction strategies



  • Recruiting and assessment of mortgage personnel.

  • Compensation and  performance strategies

  • Training and development

  • Outsourced and contracted personnel placement


Sales and Marketing

  • Digital Marketing creative, management and strategy (Paid search, social, Adwords®, etc.)

  • Website Development including integrations with leading lending technologies.

  • General advertising, creative design, branding and marketing strategies

  • Direct sales staff development, training and assessments

  • CRM System design and implementation

  • Affinity/group sales strategies

  • Customer total satisfaction/loyalty strategies, evaluations and reporting

  • Interior flat screen digital signage systems - both networked and stand-alone

  • Cross-sell strategies


  • Selection advisory and system implementation of leading core mortgage lending systems

  • Website design, development and integration of proprietary B2C internet mortgage origination websites

  • Price/product engine selection advisory and system implementation 

  • Integration of online aggregated lead channels (Bankrate, Informa, LendingTree® , Zillow® , etc.)

  • Systems hardware sales and service - Authorized Dell® and Sony® value-added reseller

  • Conversion to cloud-based technology models to enable telecommuting and workload dispersion across locations

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