Services

Operations

Operational Workflow Optimization
Cost Analysis & Studies
Quality Control Plans & Procedures
Compliance Implementation & Review
Agency Approvals
Investor & Secondary Market Approvals
LOS (Loan Origination System) Setup & Integration
Vendor Review & Implementation
Product Research & Deployment
HMDA (Home Mortgage Disclosure Act) Setup & Compliance Review

Business Planning

Strategic Long-Term Planning
Risk Management & Management
Marketing Strategy & Planning

Secondary Market

Investor & Warehouse Line Setup
Loan Officer Compensation Review
Financial Reporting & Analysis
Margin Management Strategies
Secondary Market Execution

Sales / Training

Sales Training & Performance Coaching
Workflow & Process Training
Processor and Underwriter Evaluation and Development