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Our expertise will strategically navigate you through every phase of the mortgage business.

Our expertise will strategically navigate you through every phase of the mortgage business.

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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.

Man looking for mortgage advises

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.

Our Expertise

Strategic planning
Financial and operational chart
JV optimization
Talent Assessment & Acquisition
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
Message from the CEO Message from the CEO

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
Mortgage Advisory Partners CEO

Brian Hale

CEO, Founder

Mortgage industry veteran with 40 years of experience in virtually all areas of the mortgage business.

Tracie - Senior Managing Partner

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.

Tammy is Mortgage Expert

Tammy Richards

Expert of Process Improvement

Quality management, compliance, technology, process digitization, risk management and leadership development.

Kathleen Vaughan - Expert of Mortgage

Kathleen Vaughan

Mortgage Industry Consultant

Development of a global workforce, managing offshore vendors and leading large projects in the Correspondent & Wholesale channels.

Denise is Managing Director

Denise Abbrederis

Managing Director of Program Management

Strategic planning, development of plans and execution with focus on people, processes, technology and customer support in highly regulated environments.

Blythe Hughes

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

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.

<span>Granular Analysis</span> for Better Decision Making

Granular Analysis for Better Decision Making

Offering actionable recommendations to achieve maximum profitability in our clients’ ventures all begins withour 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.

<span>Tailored Solutions</span> to Your<br> Needs

Tailored Solutions to Your
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.

<span>Deep Expertise</span> in the Mortgage Industry

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.

<span>Years of Experience</span> in all Phases of the Business

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.

Testimonials

Testimonials

“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.”
Josh Erskine CEO – One Trust

“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. In addition, his connections eliminate wasted time when needing to connect with top talent, vendors or other industry partners. Brian is direct with his answers and easy to work with. He will be an asset to any firm large or small that engage with him.”

Josh Erskine
CEO – One Trust

“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.”
Patrick H. Seroka Founder/Chairman and CEO – Seroka Brand Development

“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. Virtually all industry leaders are aware of his outstanding accomplishments, and many have worked with or for him. Those challenged by growing various aspects of their companies hire him as a consultant, confident that he will provide the vision and direction necessary to solve immediate issues and create a framework for continued success. Our paths have crossed many times over the years and today we share an ongoing, consulting relationship that yields continued benefits. I would encourage anyone wanting to maximize their mortgage industry business performance to contact Brian about their challenges, goals, and opportunities.”

Patrick H. Seroka
Founder/Chairman and CEO – Seroka Brand Development

“Brian showed an exceptional ability to stay focused on our high level objectives while digging deep into the inner workings of our organization.”
Josh Kappel Head of Strategic Planning – New Rez / NRZ

“Brian showed an exceptional ability to stay focused on our high level objectives while digging deep into the inner workings of our organization. He understands the importance of people and process and never loses sight of the ultimate objective to deliver excess returns. The recommendations he provided our company were thorough and actionable and backed by strong analytics along with a treasure trove of his own personal experiences. Brian provides an excellent compass to navigate the ebbs and flows of the mortgage market. You undoubtedly will better understand your organization’s strengths and weaknesses after working with Brian. If you want an advisor who gets it…Brian’s your guy.”

Josh Kappel
Head of Strategic Planning – New Rez / NRZ

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Get in touch