
OUR SERVICES
Technology Assessments
We conduct a comprehensive audit of your technology solutions to remove redundancies,
maximize team utilization, improve functionality,
and better integrate your technology into existing and new
workflows.
Workflow Design and Redesign
We generate a digital rendering of existing
workflows, analyze LOS data to identify
bottlenecks, and work with leadership to design a new workflow that removes redundancies,
streamlines operations, and optimizes for AI
solution integration.
Fractional Executive
We offer fractional and interim executive roles for:
- Chief Innovation Officer (CInO)
- Chief Operating Officer (COO)
- Chief Experience Officer (CXO)
Change Management
We assist lenders with managing business
transformation projects to guide teams through
technology builds and implementation. We offer project management, team training, and
workshops to keep teams informed and
engaged in desired innovation.
Organizational Design
We help companies align their internal structure,
workflow, technology, and culture to their
business strategy and goals. These services
improve team performance, drive operational
efficiency and elasticity, and lower the cost of
origination.
The Experience You Need to Drive Results
23
Years of Experience
2
Mortgage and Fintech Companies Launched
$1.7B
Mortgage Volume





