Time is of the essence. We deliver better mortgage technology outcomes.

We are mortgage technology and process consultants who believe timing is everything when it comes to driving successful outcomes.

Do your teams have a sense of urgency? Are they working on the right things? Do you know what their capacity is? Do you know if your projects are truly on schedule? Are you able to use past performance to predict future results? If you answered “no” to any of these questions, you need PhoenixTeam.

Phoenix Team spirit! Group portrait.

Customers turn to us when they have…


Too Many Projects

  • Recent rapid growth created a very long list of initiatives
  • Need realistic execution plan
  • Need to do more than just regulatory changes

Lack of Focus

  • Insufficient experience managing projects and products
  • Need help with prioritization and delivery
  • Learning how to scale capabilities

Insufficient Capacity

  • Part-time people assigned to full-time problems
  • Scarce delivery talent spread too thinly
  • Diluted ability to get things done and delivery risk

Unexpected Complications

  • Achieving mortgage digitization takes more process change than anticipated
  • Lack of change management expertise makes it difficult to design the right business environment

Insufficient Expertise

  • Missing the right skill sets, lack of mortgage technology delivery and Salesforce expertise
  • Need experienced practitioners who know mortgage, technology, and delivery, which is rare

The Phoenix Practitioner has many tools is the tool for every problem.

Our team members have a rare combination of expertise and management ability. Our courage, confidence, and creativity distinguish us from other consultants.

We will help you find the right path to your goal. We deliver outcomes.

What We Do

Product Management

  • Agile discovery and value realization

  • Product market fit analysis

  • Product Vision and Roadmap

  • Product Objectives and Key Results

  • Product value definition and metrics

  • Backlog refinement

Engineering and Analytics

  • Data Mapping Analysis

  • Business Conditionality

  • Transformation Logic

Quality Management

  • Test Case Development

  • Test Strategy and Plan Creation

  • Test Plan Execution

  • End-to-End Testing Leadership

  • Production Issue Management and Resolution

Training and Coaching

  • Training Strategy and Plan Creation

  • Custom Training Delivery

  • Custom Training Documentation

  • Facilitation and Advisory Support

Implementation and Project Management

  • Implementation Schedule Plan and Management

  • Lender Engagement Communication and Support

  • Executive Communication

  • RAID Log Management

  • Blocker Management

Values Driven

“Living our values isn’t something we just talk about. It makes us different. It is at the core of our culture, and it emerged from all of our past experiences – good and bad.”

— Tanya Brennan, President, PhoenixTeam

Our Intensity Meter

We do whatever it takes to get you to your destination. We always bring our “A game.” We call it “The Phoenix Grit,” and it’s key to who we are and who we hire.

What Our Clients Say

“Phoenix has been fantastic to work with. They approach complex situations from a very pragmatic perspective, infusing insight and thoughtfulness into tangible and actionable programs. I worked with them on a solution to infuse leading agile practices into a progressive federal IT organization. Their team worked hand-in-hand with our team in crafting an agile coaching solution that can be used as a model for years to come. I found Tela and her team to be especially professional, thorough, and focused on solving a very complex problem.”
Dave Potts

Principal, NorthHighland Worldwide Consulting

AFS is well known for its commitment to small businesses, and we’re proud to recognize Phoenix for the integral role it has played in our successful delivery of the VALERI-R solution for VA. With its specialized expertise in mortgage technology and experience with leading commercial best practices, Phoenix worked seamlessly with our team to co-create and deliver an innovative and scalable solution to meet our client’s needs both today and in the future.

Shawn Roman

Managing Director and Client Account Lead, U.S. Department of Veterans Affairs, and Military Health System

“We love our people, the same as we love our clients. Phoenix Team, you are our people!”

Director, Engineering

Top Mortgage Lender

“Best partner we’ve ever worked with. #oneteam. Thank you Phoenix!”

VP, Digital Product Management

Top Mortgage Lender

Clients & Partners

We can help you succeed in the new era of

Digital Mortgages.

Are you ready?

The mortgage industry is changing rapidly. Many public and private lending entities are trying to digitize front-end operations, taking an early lead in the eLending space. Market readiness makes this difficult, yet the emerging buyer makes it mandatory. We are helping our clients position themselves for a new era of digital lending by overcoming these common challenges:

So Many Products, So Few Solutions

Every mortgage technology provider has multiple “e” products, with their products at the center of the universe.


Chaotic Adoption

Total mortgage digitization requires all mortgage partners to adopt electronic processing.

Millennial & Digital Native Buyers

Millennials are buying houses, with digital natives right on their heels. They demand a total mobile experience with decisions in seconds.

Early Market Leaders, Big Costs

Although still in early maturity, digital mortgage leaders have made big investments early. How to compete?

Recent Insights

PhoenixTeam’s Three Pillars to Successfully Implementing Salesforce

Pillar 1: The Right Strategy As Consultants, we see many organizations embarking on a Salesforce implementation or have one in process. In most instances we see similar themes in the strategy for implementing a world class CRM - better customer experience, increased sales pipelines, automation of team member or customer activities. However, the difference is that we are more centered around how to achieve these goals.  Some launched into the implementation believing they had the recipe for success figured out but then came to realize, often after a tremendous amount of spend, not so much....

Celebrate Black History Month

PhoenixTeam’s DE&I team hosted our second Dinner and Drinks for Black History month. We kicked it off with an interactive activity where team members shared stereotypes and strengths they have experienced personally or indirectly within the Black community. Words such as ‘lazy’, ‘sassy’, ‘loud’, and ‘thugs’ are often used to describe the culture. Accusatory statements such as: Black fathers do not care for their children or all Blacks are involved with drugs and have a criminal record are other stereotypes that carry no merit and certainly no place in our society. As always, we never...

Let's Start Something New

Say Hello!

We'd love to hear from you. Send us a note and connect with PhoenixTeam.


1005 North Glebe Road
Suite #620
Arlington, VA 22201




9 AM - 5 PM
Monday to Friday

PhoenixTeam's Office

1005 N. Glebe Road, #230
Arlington, VA 22201

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