Business Operations

  • Sterling Point Advisors offers personalized and experienced business consulting services, specializing in mergers and acquisitions (MA) for mortgage lenders and closely-held businesses. Their expert team guides clients through the entire MA process, ensuring maximum value and a successful transaction.

  • Stratmor Group provides data-driven mortgage advisory services. They offer strategy design and execution, marketing and sales optimization, mortgage CX, operations optimization, and mergers and acquisitions. Their website also has industry news, insights, and resources available.

  • The Basis Point is a media brand and consultancy, led by Julian Hebron, that focuses on providing smart and usable intel on personal finance, real estate, banking, and fintech. A fresh perspective on modern day events in fintech, housing, and mortgage fuels their strategic vision for each enterprise client. Clients interested in enhancing their brand, market position, or driving awareness will greatly benefit from The Basis Point's disruptive approach to strategic consulting and media management.

  • A leading provider of real estate education, including mortgage-related courses. Offers online courses that meet the requirements of various states.

  • The Mortgage Collaborative is an influential platform that brings together mortgage lenders, credit unions, and mortgage service providers. With a collaborative approach and a strong focus on membership, they work collectively to improve businesses and drive progress in the mortgage industry.

  • The Oakleaf Group offers specialized mortgage consulting services to tackle unique business challenges. With a team of subject matter experts and practitioners, they provide tailored solutions in mortgage origination, servicing, compliance, analytics, and reporting.

  • Troutman Amin LLP specializes in legal services for mortgage lenders, providing counsel on TCPA, AI, and compliance issues with practical, actionable advice to navigate complex legal landscapes and drive business forward.

  • Weiner Brodsky Kider PC is a widely recognized firm specializing in financial services law. They offer strategic counsel and legal representation to mortgage lenders in compliance, regulatory, and litigation matters.

  • Wipfli offers audit and accounting services specifically designed for the financial services industry, including mortgage lenders. They provide specialized expertise in financial statement audits, internal control testing, regulatory compliance, and risk management.