About
Leveraging 40 years of experience in all facets of the property finance arena, we help clients make sound, profitable investments and expand existing revenue streams. From strategy to granular profitability analysis, new channel development to unparalleled C-suite mentoring and talent acquisition, our expertise provides businesses all the tools needed for success.
A premier B2B mortgage advisory channeling decades of industry expertise to help your business maximize its profitability.
With more than 40 years of experience in the banking and mortgage industry, we’ve honed our expertise, curated an unparalleled network of the best professionals in the business, and built a stellar reputation among clients and peers alike for our ability to drive hyper-growth. Whatever your particular business scenario, we’ve been there, helping clients through every phase and cycle of the mortgage process with granular analysis, deep insights, and actionable guidance proven to help them succeed.
MESSAGE FROM THE CEO
“The firm brings decades of experience and specializes in strategy development relying on granular data analytics, talent acquisition & role assessments, operational & revenue optimization, channel development, project management, M&A / monetization strategic support while supporting senior leadership and Boards.”
Brian Hale
MESSAGE FROM THE CEO
“The firm brings decades of experience and specializes in strategy development relying on granular data analytics, talent acquisition & role assessments, operational & revenue optimization, channel development, project management, M&A / monetization strategic support while supporting senior leadership and Boards.”
Brian Hale
Our Expertise
Strategic Planning to Maximize Profit
Granular Financial & Operational Analysis
Production Channel / JV Optimization
Talent Assessment & Acquisition
M&A & Monetization Strategic Support
Our Process
1
Consultation to understand client needs
2
NDA execution to safeguard sensitive data
3
Negotiate agreement with the nature of engagement and specific deliverables
4
Full discovery phase including data review, analytics, market research, financial analysis, due diligence
5
We work with leadership to develop optimization strategies, project management of the process and report development to measure execution success
6
We remain engaged through implementation and post engagement to provide insight and oversight
Our Experts
Brian Hale
CEO, FOUNDER
Mortgage industry veteran with 40 years of experience in virtually all areas of the mortgage business.
Suzy Lindblom
EXECUTIVE MANAGING DIRECTOR, OPERATIONAL STRATEGY
Enhance operational processes and procedures, develop strategic plans to optimize processes and implement solutions to drive efficiency and costs savings
Blythe Hughes
HUMAN RESOURCES CONSULTANT, EXECUTIVE COACH
Executive and leadership coaching, strategic planning, human capital management, compensation design and planning, culture management, project management, M&A planning and execution, divestitures, marketing, and corporate communications.
Tracie Lewis
SENIOR MANAGING PARTNER OF FINANCIAL PLANNING & ANALYSIS
Experienced in all channels of mortgage lending, including third-party originations, Distributed Retail, Direct to Consumer, and Joint Venture partnerships.
Maria Elena Jaimes
MANAGING DIRECTOR TRAINING AND DEVELOPMENT
Sales training curriculum, assessment & evaluation, learning & development, content development, train-the-trainer sessions.
Denise Abbrederis
MANAGING DIRECTOR OF PROGRAM MANAGEMENT
Strategic planning, development of plans and execution with a focus on people, processes, technology and customer support in highly regulated environments.
What Makes Us Different
We empower businesses to maximize profit, create scalable solutions to complex problems, convert granular analysis into actionable plans, uncover competitive advantages, and source key talent.
Granular Analysis for Better Decision Making
Offering actionable recommendations to achieve maximum profitability in our clients’ ventures all begins with our initial discovery phase wherein we confidentially examine our client’s needs and key data, juxtaposed with our in-depth market research, company’s financial analysis and overall due diligence.
Tailored Solutions to Your Business Needs
We don’t stop at just comprehensive analysis, our experts map growth trajectories, anticipate and mitigate potential pitfalls, and curate a long-term plan for success. What’s more, we provide ongoing mentoring of C-suite executives and talent acquisition to ensure the right team is in place to drive success.
Deep Expertise in the Mortgage Industry
For more than four decades, we have successfully navigated every key phase of the mortgage and banking sector. The result is that you, our client, benefit from our nearly half-century’s worth of lessons learned, deep industry insights and operational savvy, far-reaching professional network, and track record of success.
Years of Experience in all Phases of the Business
Leveraging decades of experience and a vast network of resources in all facets of the mortgage and finance industries, Mortgage Advisory Partners provides clients with unparalleled insights, granular analysis, and team support to optimize their business performance and maximize profits.
Brian’s 40+ years of experience in top C-level and board positions with some of the nation’s largest mortgage companies have provided him insights and honed skills few others can match.
Brian showed an exceptional ability to stay focused on our high level objectives while digging deep into the inner workings of our organization.
Brian has been both a friend and advisor to myself and our company for the past 18 months. His experience and knowledge of the business have been extremely valuable in a time of growth and transformation for our company.