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

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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

 

Personnel

• 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 (Social Media, Google® Ads, Connected TV, etc.)

• Website Development

• 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

• Consumer banking, lending and investment cross-sell strategies

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