Our professionals have the unique expertise in Mortgage Banking Operations, Secondary and Capital Markets, and state-of-the-art Technology to provide safe operations support and comprehensive guidance.

  • Broker to Banker Conversions
  • Warehouse and Investor Relations
  • GNMA, FNMA, Freddie Approval Process
  • Develop Securitization and Servicing Platforms
  • Vendor Negotiations
  • Efficiency Evaluations – Operations, IT, and Execution
  • Pipeline Analysis 
  • Margin Management 
  • Financial Modeling 
  • Budget Planning and Forecasting 
  • Full Systems Analysis and Loan Origination System Review
  • Loan Origination System Review and Enhancement
  • Lead System/Loan Origination System Integration
  • Origination System/Banking System Integration
  • Network Security
  • Mobility Applications
  • Phone System Analysis
  • Loan Officer Compensation review 
  • Establish Secondary Marketing & Lock Desk Procedures
  • Revenue Forecasting & Modeling
  • HVCC Process
  • SAFE Licensing Process and NMLS reporting
  • Investor/Warehouse Management
  • Technology Integrations
  • GNMA Pooling / Securitizations
  • Overall Efficiency Analysis
  • Compliance, Regulatory Issues, Audits, Repurchase Workouts
  • Analysis and Upgrading Process Flow and Lock Desk Procedures
  • Set and Maintain Hedging Policies/Strategies
  • Establish and Secure Relationships With Counter-Parties
  • Manage Loan Data and Daily Reporting
  • Best Execution Analysis for Optimal Delivery
  • Reporting Review & Mark to Market Positions

SUITE OF SERVICES