Consulting and Advisory

Get More From Your Mortgage 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 and data-driven discovery process takes the guesswork out of vendor selection by defining client strategic objectives, conducting a gap analysis, and documenting business requirements. This meticulous approach ensures that our clients’ best interests remain at the forefront as we move forward with system and vendor identification (RFI/ RFP), selection, contracting, and negotiation.

Business Process & Project Planning

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

Resource & Team Development

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

Platform Configuration & Custom Coding

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

Implementation, Testing & Training

WWe 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?