Consulting and Advisory

Get More From Your Technology

We help lenders and servicers select, implement, and optimize mortgage and financial services technology platforms that drive greater returns and competitive advantage from the back office to the front lines.

Providing Technical Know-How and Execution Excellence

Consolidated Analytics’ consulting and advisory experts help mortgage and financial services industry leaders get the most from their off-the-shelf or custom systems. Our subject matter experts (SME) have worked across a broad range of core origination (LOS/POS) and servicing platforms and bring deep operations experience, knowledgeable resources, technical acumen, and proven methodologies to the most complex technology challenges.

Selection & Discovery

Our comprehensive discovery process takes the guesswork out of vendor selection by defining client strategic objectives, conducting a gap analysis, and documenting business requirements. This approach ensures our client’s best interests are at the forefront as we move forward with system and vendor identification (RFI/ RFP), selection, contracts, and negotiation.

Business Process & Project Planning

Whether implementing or optimizing a new system, our team of subject matter experts (SME), project managers, business analysts, and technology professionals ensure project success. We define and document project strategies, roadmaps, tasks, timelines, resources, and milestones to keep our team and clients informed at every step.

Resource & Team Development

A critical part of system implementation is knowing how to staff for a project within budget adequately; we identify and define experienced internal and external resources. We develop comprehensive project scope, structure, oversight, and change management protocols to ensure transparency and accountability throughout the project’s lifecycle.

Platform Configuration & Custom Coding

A thorough definition of system, business, process, and workflow provides the foundation for effective implementation. Clients can rest assured knowing that our experts establish, define, and document core system parameters, workflow, system interfaces, reporting requirements, business rules, controls, and deployment environment.

Implementation, Testing & Training

We ensure effective roll-out by developing system deployment strategies and plans, System Integration Testing (SIT), and User Acceptance Testing (UAT). Paired with each roll-out, we create operational readiness and system transition plans. Each plan includes policy and procedures documentation, end-user training on system features, functions, processes, and post-roll-out support.

Are you considering a new technology platform or need to optimize an existing one? Contact our OpExNow™ team to learn how we can help your business.