From Strategy to Execution to Impact.

Effective strategy implementation is crucial for success; without proper planning, even the most robust strategy may falter. We bridge this gap by developing and deploying executable strategies and roadmaps that ensure Operational Excellence in every aspect, from people and processes to systems. Our team, composed of subject matter experts across various mortgage and financial services disciplines, specializes in planning, designing, building, deploying, and managing operational strategies and controls. With a focus on Operational Excellence, our senior leaders and consultants bring years of mortgage banking experience, leveraging their deep knowledge and expertise to navigate and ensure smooth deployment. Our track record of driving tangible results reflects our commitment to our client’s success, making us a trusted leader in the mortgage services industry.

Contact our OpExNow™ Team to learn more.

How We Work

The most effective consulting projects are transparent and based on data, facts, and stakeholder intel. With each new engagement, we take the time to listen, gather technical and non-technical requirements, and document each condition to ensure your strategy and plan are grounded in reality.

We align with stakeholders to define the mission, goals, objectives, and priorities across technology, markets, product lines, and operations.

We conduct a thorough gap analysis, prioritize and rank tasks based on cost-per-task breakdowns, correlating with strategic objectives. The result is a well-thought-out and practical project plan that details the methodologies required, budgeting, action plans, milestones, resources, people, and technology requirements.

Execution is one of the most critical phases of any consulting engagement. Our teams work with clients to remain within timelines and budgeting goals, orchestrating projects and change management strategies and deploying common sense leadership to fill execution gaps and deliver meaningful outcomes.

Areas of Expertise

“Our subject matter experts focus on providing executable solutions that improve quality and increase efficiency in a compliance-focused manner.”

Stephen Faulkner, Division President
Consolidated Analytics

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