Executive Strategy Advisory
Building a successful mortgage enterprise requires that the CEO and other top executives have a solid understanding of the current state of the business, the competitive environment and a clear vision for how they are going to drive the company to a desired future state.
Data-Driven Answers for Complex Challenges
We work with mortgage industry executives to answer the questions critical to the growth of their business, such as:
- Do our business strategies and operating plans drive the right outcomes?
- How does our performance stack up against the lenders with whom we compete?
- Given our mission, vision and overarching strategy, are we in the right origination channels?
- Should we retain servicing, and if so, should we service in-house or use a subservicer?
- Are we making efficient and effective use of our mortgage technology?
- Do our marketing programs generate quality origination leads?
- Are our compensation plans consistent with our business objectives?
- Are our capital markets and pricing strategies consistent with our business objectives, the markets we target, and the lenders we compete against?
- Do our internal accounting and reporting practices provide us with the information we need to manage performance?
- Are we effectively measuring borrower satisfaction and using such satisfaction metrics to adjust our marketing, sales and back office processes?
- And many more…