Mortgage Advisory Partners

This dynamic brochure will walk you through our services and introduce you to the experts at Mortgage Advisory Partners. Thank you for viewing!

“Thank you for viewing our dynamic brochure where you learn about what we do at Mortgage Advisory Partners and will meet the team.”

Brian Hale Founder & CEO

www.mortgageap.com

800-627-5803

Over 40 years of mortgage banking experience having grown several organizations into top 5 originators and in some cases the industries largest originators by channel. Brian Hale is the founder and CEO of Mortgage Advisory Partners and, in June 2024, he launched WeeklyroadMAP, where he serves as the call leader, providing industry insights and strategies to help mortgage professionals grow their businesses. CEO / President of several large, nationally recognized mortgage banking entities including Retail, Joint Venture (extensive experience in mortgage and title), Consumer Direct, Wholesale and Correspondent channels.

Previous and current engagements include:

Engagement with top 5 publicly traded lender Large and mid-sized Independent Mortgage Bankers

Small independents in joint venture channel assessment and development ▪ Joint Venture development and program establishment ▪ Talent assessment ▪ Placement of 10 senior executives in engaged companies to fill key roles leveraging our broad contacts in the industry. ▪ C-suite mentoring ▪ Board Advisory ▪ M&A (buy and sell side) ▪ Monetization strategies ▪ Consumer direct channel optimization ▪ Compensation design ▪ Offshoring ▪ Regulatory compliance ▪ Strategic plan development

Brian S. Hale Founder & CEO Mortgage Advisory Partners Bhale@mortgageap.com

www.mortgageap.com

800-627-5803

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Mortgage Advisory Partners (MAP) is a mortgage consultancy group that helps mortgage-related companies successfully navigate the challenges of operating and growing their business by identifying opportunities to optimize their value. With our outside, expert counsel, your organization can be better positioned to succeed.

▪ Mortgage Advisory Partners brings deep industry expertise in strategy, operations, financials, data assessment, human capital and execution

▪ Over 150 years of combined experience in mortgage strategy and Mergers & Acquisitions transactions

▪ Save money by hiring experts for the services that you need

▪ Mortgage Advisory Partners is putting mortgage industry businesses on the path to success

www.mortgageap.com

800-627-5803

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Our Expertise

Strategic Planning to Maximize Profit

Granular Financial & Operational Analysis

Talent Assessment & Acquisition

Human Resources & Corporation Administration

Cost Containment

Project Execution

Learning & Development

www.mortgageap.com

800-627-5803

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Joint Venture Development

New production channel launch

Mergers & Acquisitions/monetization strategies

Strategic Planning to Maximize Profit

Technology platform assessment, design & implementation

Affinity business development (title, insurance, etc.)

Vendor assessment & implementation

Expense reduction

Mergers & Acquisitions due diligence

Strategic Planning

www.mortgageap.com

800-627-5803

4

Production channel analysis

Margin Optimization to maximize revenue

Granular Financial & Operational Analysis

Compensation design

Managerial report design & implementation

Affiliate capture & economic optimization

Granular financial & operational analytics

Data & Method interpretation

Managerial & Financial Reporting and trial balance architecture

General/Ledger optimization

www.mortgageap.com

800-627-5803

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Talent assessment

Talent Assessment & Acquisition

Placement & executive recruiting, leveraging broad industry contacts Training and Development

Train-the-Trainer sessions

Field Research

www.mortgageap.com

800-627-5803

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Human Capital management

Human Resources & Corporation Administration

Culture management

Compensation design and planning

Executive & Leadership Coaching

Employee benefit plans

www.mortgageap.com

800-627-5803

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Vendor assessments & implementations

Cost Containment

Offshore strategies

Outsourcing

Fulfillment process optimization

www.mortgageap.com

800-627-5803

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Project Management Office setup & governance

Project and Product strategy and execution

Product adoption

Project Execution

Implementation playbooks

Digital transformations

Compliance and Risk remediations

Technology implementation

Due diligence management

Joint Venture implementation

www.mortgageap.com

800-627-5803

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Enhancing operational processes and procedures

Implementation of technology and cost-saving strategies for organizations Identify areas for improvement

Operational Processes & Procedures

Development of strategic plans to optimize processes

Streamline workflows, improve communication channels, implement new technologies, and reduce overhead costs Analyze current operations

Implement solutions to drive efficiency and cost savings

www.mortgageap.com

800-627-5803

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Training Assessment

Production & Fulfillment Training

Joint Venture Training

Mortgage 101

Learning & Development

Learning Management System migration & implementation

Learning Origination System migration & implementation

Realtor & Mortgage Seminars

Product & Guidelines Training

Sales Training Curriculum & Workshops

Content Development

www.mortgageap.com

800-627-5803

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MEET OUR TEAM

Brian Hale Founder | CEO Mortgage Advisory Partner Call Leader

Maria Elena Jaimes Managing Director, Training Mortgage Advisory Partner Executive Producer |Moderator

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Your Strategic Partner for Success in the Mortgage Industry • Community: Join peers who share your career path. Topics are driven by member interests. • Transform Your Profession: WeeklyroadMAP is the ideal partner for any mortgage professional looking to excel. Gain valuable insights from Brian Hale, top guest speakers, and peers in the community. • Sessions: Access live and recorded sessions on sales and market updates. • Newsletter Subscription: Automatic subscription to the Mortgage Advisory Partners' newsletter upon joining. • Weekly Deck : Receive a 2-5 page deck for personal use or sales meetings. • Curated Content : Get ongoing information, actionable strategies, and innovative ideas. • Guest Speakers: Exclusive access to insights from unique, hard-to- reach experts. • Motivation & Humor: Start your day with motivational content and humor. • Archival Access: On-demand learning with access to all past sessions. • Live Q&A: Submit your questions for live Q&A segments. • Portability: Community and content are easily accessible on the go. • Engagement: Ask questions and collaborate with fellow members. • Training Materials: Additional training resources are available.

www.mortgageap.com

800-627-5803

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www.wklyroadmap.com

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Blythe is an accomplished executive with more then 30 years of experience in senior leadership roles in mortgage banking, financial services, technology and business services and insurance.

Over this time, she has leveraged her expertise and collaborative approach to all aspects of Human Resources and Corporate Administration functions

Blythe has held senior leadership positions at Stearns Lending, MetLife Bank, Countrywide Financial, Nortel Networks, EDS and Life Insurance Company of the Southwest. She has also provided consulting services and advice for a wide range of companies in a variety of human resources topics.

Areas of Expertise ▪

Corporate Administration & Communications

Benefit and HR / Payroll outsourcing Executive and Leadership Coaching Compensation Design and Planning Mergers and Acquisitions, Planning and Execution

Education ▪ BA International Studies, University of North Carolina, Chapel Hill

Blythe Hughes Senior Advisor Blythe.Hughes@mortgageap.com

www.mortgageap.com 800-627-5803

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Kathy is a retired real estate operator and private equity investment professional with 30+ years of experience at top tier PE shops. She has a particular expertise in working with portfolio company management teams, coaching them through top line revenue growth while creating and maintaining efficient operations. CEOs love her collaborative and motivational style of coaching. Having retired from her corporate role at PIMCO in 2023, Kathy has transitioned into a portfolio life, focusing on her role as a corporate board director and other special projects. Most recently, Kathy was responsible for oversight of PIMCO’s Global Alternative Investment Portfolio with over $100 Billion in AUM. She and her team managed real estate investments, portfolio companies, and thousands of asset backed securities. She served on numerous public and private boards guiding companies through strategic changes, finance and capital market challenges, operational hurdles, and restructuring initiatives. She has served on multiple compensation and audit committees, driven financial restructurings, navigated M&A transactions, and facilitated cultural transformations. Prior to PIMCO, Kathy ran an operating company for Oaktree Capital in London where she and her team worked out a £1 billion NPL portfolio backed by commercial real estate post GFC. Kathy spent 15 years prior to the GFC working with Goldman Sachs’ Real Estate and SSG divisions globally on large acquisitions and asset management projects. Additionally, she spent time as the COO of Goldman Sachs Specialty Lending Group, a non-bank multi-industry middle market corporate lender.

Areas of Expertise ▪

Value Add Corporate Director Portfolio Company Strategy Executive Coaching Mergers & Acquisitions Restructuring / Bankruptcy Large Integration Projects

Start-ups NPL Expert

Experience in US / UK / EU / Asia

Katherine Verner Corporate Director,

Education BS - Agricultural Economics, Texas A&M University, Graduated 1990 MS - Real Estate, University of Denver, Graduated 1995

Investment Professional Kathy.verner@gmail.com

www.mortgageap.com 800-627-5803

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As Senior Managing Partner of Financial Planning and Analysis, Tracie Lewis brings over 20 years of mortgage finance, analysis, and reporting expertise to Mortgage Advisory Partners.

With a passion for numbers and analytics, Tracie has an unparalleled ability to develop financial and analytical models at various levels of granularity to drive operational and transactional insights, as well as construct impactful reports and presentations that enhance key stakeholders’ understanding of business trends and drivers. Prior to joining Mortgage Advisory Partners, Tracie was SVP of Finance for ClosingMark Financial Group, a wholly owned subsidiary of William Lyon Homes, where she was responsible for leading financial planning and analysis for the financial services division. Tracie has also held senior leadership positions in Finance at CBRE, Stearns Lending, MetLife Home Loans, and Bank of America where she was responsible for multi-business unit financial planning and analysis in mortgage lending and commercial real estate. Her experience encompasses all channels of mortgage lending, including third-party originations, Distributed Retail, Direct to Consumer, and Joint Venture partnerships.

Areas of Expertise ▪ Financial Reporting, Analytics and Modeling ▪ Planning and Forecasting ▪ Data Management and Warehouse Development ▪ Business Process Improvement ▪ Mergers and Acquisitions Education ▪ BS Business Economics, University of California at Riverside ▪ MS Finance, University of Oklahoma ▪ Six Sigma Green Belt Certification

Tracie Lewis Senior Managing Director

Financial Planning & Analysis Tracie.Lewis@mortgageap.com www.mortgageap.com 800-627-5803

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Maria Elena is an effective and engaging speaker in a variety of formal presentation settings — one-on- one, small and large groups. She has 30 years of experience in the Real Estate and Mortgage industries and has received countless accolades for her training skills. In addition to her expertise in learning and development, her extensive sales background in mortgage and real estate sales gives her a unique advantage in connecting with her audience and in delivering effective and relevant training. Maria Elena also serves as the Executive Producer of the WeeklyroadMAP community, a platform dedicated to empowering mortgage professionals through insights, strategies, and live weekly discussions. Here, she leads conversations on the latest industry trends, enabling participants to leverage real-time market insights and grow their businesses effectively. WeeklyroadMAP provides sales coaching that integrates market updates with actionable sales strategies, making it a powerful resource for mortgage professionals at every level. Prior to joining Mortgage Advisory Partners, Maria Elena held leadership roles in learning and development, including Senior Director of Learning & Development at Homepoint Financial and AVP of Sales Training at Stearns Lending. She was instrumental in developing a proven sales training curriculum for the Retail, Wholesale, Consumer Direct, and Joint Venture divisions, having trained over 950 mortgage professionals nationwide. Working through Mortgage Advisory Partners, Maria Elena offers customized solutions for mortgage companies looking to scale their sales and training efforts. Her experience as a speaker and trainer allows her to connect authentically with audiences, ranging from one-on-one coaching sessions to large conference presentations.

Areas of Expertise • Sales Training •

Production & Fulfillment Training

Learning & Development Content Development Train-the-Trainer Sessions

• • •

Maria Elena Jaimes Managing Director, Learning & Development & Executive Producer of WeeklyroadMAP MJaimes@mortgageap.com www.mortgageap.com 800-627-5803

Education • Psychology, Loyola Marymount University

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Contact Us

Brian S. Hale Founder & CEO

“ Mortgage Advisory Partners is committed to providing expert analysis and strategic direction. Contact us to learn more.”

Bhale@mortgageap.com 800-627-5803

Call us today for a no obligation consultation!

Brian Hale Founder & CEO

www.mortgageap.com

www.mortgageap.com

800-627-5803

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