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.
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
- Part-time people assigned to full-time problems
- Scarce delivery talent spread too thinly
- Diluted ability to get things done and delivery risk
- Achieving mortgage digitization takes more process change than anticipated
- Lack of change management expertise makes it difficult to design the right business environment
- 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
Agile discovery and value realization
Product market fit analysis
Product Vision and Roadmap
Product Objectives and Key Results
Product value definition and metrics
Engineering and Analytics
Data Mapping Analysis
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
RAID Log Management
— Tanya Brennan, President, PhoenixTeam
Our Intensity Meter
What Our Clients Say
“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.”
“We love our people, the same as we love our clients. Phoenix Team, you are our people!”
“Best partner we’ve ever worked with. #oneteam. Thank you Phoenix!”
Clients & Partners
We can help you succeed in the new era of
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.
Total mortgage digitization requires all mortgage partners to adopt electronic processing.
Millennial & Digital Native Buyers
Early Market Leaders, Big Costs
Although still in early maturity, digital mortgage leaders have made big investments early. How to compete?
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....
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
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