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

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

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

Joint Venture Development New production channel launch Mergers & Acquisitions/monetization strategies Technology platform assessment, design & implementation Affinity business development (title, insurance, etc.) Vendor assessment & implementation Expense reduction Mergers & Acquisitions due diligence Strategic Planning

Strategic Planning to Maximize Profit

www.mortgageap.com

800-627-5803

Production channel analysis Margin Optimization to maximize revenue Compensation design

Granular Financial & Operational Analysis

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

Talent assessment Placement & executive recruiting, leveraging broad industry contacts

Talent Assessment & Acquisition

Training and Development Train-the-Trainer sessions Field Research

www.mortgageap.com

800-627-5803

Human Capital management Culture management

Human Resources & Corporation Administration

Compensation design and planning Executive & Leadership Coaching Employee benefit plans

www.mortgageap.com

800-627-5803

Vendor assessments & implementations Offshore strategies Outsourcing Fulfillment process optimization

Cost Containment

www.mortgageap.com

800-627-5803

Project Management Office setup & governance Project and Product strategy and execution Product adoption Implementation playbooks Digital transformations Compliance and Risk remediations

Project Execution

Technology implementation Due diligence management Joint Venture implementation

www.mortgageap.com

800-627-5803

Enhancing operational processes and procedures Implementation of technology and cost-saving strategies for organizations Identify areas for improvement 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

Operational Processes & Procedures

www.mortgageap.com

800-627-5803

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

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. 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 § 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 § Placement of 10 senior executives in engaged companies to fill key roles leveraging our broad contacts in the industry.

Brian S. Hale Founder & CEO Bhale@mortgageap.com

www.mortgageap.com

800-627-5803

Areas of Expertise § Specializes in enhancing operational processes and procedures while working closely with clients to analyze current operations. § Identifies areas for improvement § Dedicated to helping clients achieve operational excellence § Offers partnership to transform operations § Implements technology and cost-saving strategies for organizations § Develops strategic plans to optimize processes and implement solutions to drive efficiency and costs savings. § Develop customer service strategies from Operational excellence. She is a 2023 and 2020 Housing Wire Vanguard winner and has been twice named Housing Wire's Women of Influence list in 2019 and 2015. She also appears on National Mortgage Professionals 2019 Most Powerful Women, Progress in Lending 2019 Most Influential Women in Fintech and National Diversity Council’s Southern California 2016 Most Powerful & Influential Women lists along with NEXT’s 2020 Powerhouse list. Suzy is President/Consultant of Streamlined Operations Solutions, LLC in addition to her role at Mortgage Advisory Partners. Suzy Lindblom has over 40 years in the mortgage industry and has experience in most aspects of the mortgage industry including underwriting, operations, credit risk, technology, post closing and compliance. She led Fulfillment, Sales, Credit Risk, Compliance, IT, HR, Operations Support and Marketing during her mortgage career. Suzy’s focus over the years has been delivering the best customer service and helping her staff and others in the industry to grow in their careers along with working to improve the mortgage process. She was most recently with Arc Home LLC, as their COO and prior to that with FGMC, Kind Lending, Planet Home Loans as their COO and Stearns Lending, as Managing Director of Fulfillment for all Retail, Wholesale and JV channels, as well as Post Closing and Credit Risk.

Suzy Lindblom Executive Managing Director, Operational Strategy SLindblom@mortgageap.com www.mortgageap.com 800-627-5803

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

Tracie Lewis Senior Managing Director

§ MS Finance, University of Oklahoma § Six Sigma Green Belt Certification

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

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

Denise is known for her collaborative leadership style and solutions-oriented approach. She uses her passion and expertise to build partnerships and create synergy in the workplace, leading through strategic planning, development of plans, and execution with a focus on people, processes, technology, and customer support in highly regulated environments. The results of her work have led to more effective operating models, cost reductions, compliant frameworks, new products, and increased revenue. Prior to joining Mortgage Advisory Partners, Denise held leadership roles that included heading the Portfolio Management Office and Strategic Initiatives at Kind Lending, which included Joint Venture implementations, large complex vendor and technology Implementations, digital product development, and vendor management. Prior, she led the Project Management Office at USAA for all bank transformation programs. At Stearns Lending, she led the Portfolio Management Office, contributing to numerous projects and products to include integrations for joint ventures, preferred partnerships, and business technology roadmaps. At CoreLogic, Denise led Enterprise Strategies Portfolio Management to include numerous Mergers and Acquisitions, business transformations, joint ventures, and product re- platforms and launches. She has also held roles at Bank of America, Countrywide, and CitiMortgage.

Areas of Expertise • Project Management Office Setup and Oversight • Digital Transformation • Mergers & Acquisitions Integrations Education • B.S. Business, Texas Tech University • Certifications; PMP, Six Sigma, Agile methodology

Denise Abbrederis Managing Director, Portfolio Management DAbbrederis@mortgageap.com 800-627-5803 www.mortgageap.com

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. She 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. Prior to joining Mortgage Advisory Partners, Maria Elena has held leadership roles in learning and development including Senior Director of Learning & Development at Homepoint Financial, and AVP of Sales Training at Steans Lending where she was instrumental in developing a proven sales training curriculum for the Retail, Wholesale, Consumer Direct and Joint Venture divisions and trained over 950 mortgage professionals nationwide. Maria Elena is Principal of JAI Consulting in addition to her role at Mortgage Advisory Partners.

Areas of Expertise • Assessment & Evaluation • Production & Fulfillment Training • Learning & Development • Content Development • Train-the-Trainer Sessions Education • Psychology, Loyola Marymount University

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

Brian S. Hale Founder & CEO Bhale@mortgageap.com 800-627-5803

“ Mortgage Advisory Partners is committed to providing expert analysis and strategic direction. Contact us to learn more.” Brian Hale Founder & CEO

Call us today for a no obligation consultation!

www.mortgageap.com

800-627-5803

Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18

Made with FlippingBook - Online Brochure Maker