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PhoenixTeam Logo

Deep operating experience across commercial mortgage, housing finance, and federal programs.

Commercial Markets
Mortgage Banking & Consumer LendingOriginators, servicers, depositories, and the vendors who build for them.
Independent Mortgage BanksMortgage Servicers & SubservicersDepository LendersHome Equity & Non-QM LendersMortgage Technology Vendors
Housing Finance & Secondary MarketThe GSEs, capital markets, and the risk and closing ecosystem.
Government-Sponsored EnterprisesCapital Markets & InvestorsMortgage Insurers & Title / Settlement
Federal Programs
Federal Housing & Veterans ProgramsVA, HUD/FHA, USDA, and Interior program modernization.
VA Loan Guaranty (LGY)HUD / FHAUSDA Rural DevelopmentU.S. Department of the InteriorProgram Leadership & Delivery
Federal Health & Benefits AdministrationVeteran health and federal benefits administrators.
Veteran & Military Health AdministratorsFederal Benefits Delivery

Unvarnished perspectives and role-based training from operators who have done the work.

Federal Technology Delivery

We serve the regulated,and the regulator.

A woman-owned small business with prime-contractor scale, modernizing systems for the federal agencies that oversee housing and finance. We work every day in the market your mission regulates.

Federal agencies we work with

U.S. Department of Veterans Affairs

U.S. Department of Veterans Affairs

U.S. Department of Housing and Urban Development

U.S. Department of Housing and Urban Development

Federal Housing Administration

Federal Housing Administration

U.S. Department of Agriculture

U.S. Department of Agriculture

U.S. Department of the Interior

U.S. Department of the Interior

225+
Active practitioners
Level 3
CMMI appraised
ISO 9001
Certified
GSA
Schedule approved
Featured federal award
U.S. Department of Veterans Affairs
$215M

VA Loan Guaranty Service

SBA Service-Disabled Veteran-Owned Certified
Awarded to Blue Phoenix, our SBA-approved SDVOSB mentor-protégé joint venture.

Modernizing critical home loan technology for Veterans.

Blue Phoenix was awarded a $215 million DevSecOps contract to modernize and operate systems serving Veterans, lenders, servicers, and VA program participants.

API-first solutions on AWS and Salesforce
Automation and continuous DevSecOps
A streamlined Veteran home loan experience
AI-ready data infrastructure
AI-Enabled Mission Services

Your mission. AI that serves it.

We combine decades of federal housing and technology experience with practical AI delivery, responsible governance, and workforce enablement.

01

Federal AI & Technology Transformation

We modernize mission systems and apply AI where it can improve decisions, reduce operational friction, and help federal teams deliver better outcomes.

02

Responsible, Compliance-Driven AI

We translate federal policy, program rules, and security requirements into governed AI workflows and development-ready assets that hold up under oversight.

03

Human-Centered AI Adoption

From workforce education to human-in-the-loop design and change management, we help teams use AI with confidence, judgment, and lasting mission impact.

Past performance

Prime work, still in production.

Four prime engagements totaling more than $300M in contract value, including our joint venture. References furnished on request under the appropriate cover.

The read for teaming partners

225+
practitioners on active engagements

Prime scale, small-business paper.

WOSB set-aside credit with a decade-plus of prime past performance.

CMMI L3
appraised delivery discipline

Enterprise solutions, not staff augmentation.

Full-lifecycle teams that own modernization outcomes.

Both sides
of the regulatory table

The regulated and the regulator.

We build for lenders under live scrutiny, then serve the agencies that oversee them.

Engagement highlights

The engagements behind the record.

Snapshots from years of USDA and VA delivery work: underwriting systems, servicing oversight, lender integrations, training, and analytics.

USDA requested our mortgage transformation brains and brawn two years into a Salesforce Community and Government Cloud implementation. With our passion for rural homeownership, we answered the call. Within a year, we delivered the new Guaranteed Underwriting System using the updated Uniform Residential Loan Application and FNMA DU specs.

U.S. Department of Agriculture (USDA)

What once was a multi-step, fully manual process to transmit lender data to the Department of Veteran Affairs (VA), is no more. Our team engaged with the VA to design a revised, one-step process for lenders to send data to the VA. We protoyped and developed mockups for a refreshed lender user interface in addition to ensuring we remain in full compliance 100% of the time.

U.S. Department of Veterans Affairs (VA)

Modernizing VALERI for VA Loan Guaranty was a tall order. Using industry best practices, we were the gatekeepers of quality for our agile development teams. Utilizing a hybrid approach of manual and automation testing, we were both the check and the balance that our program demanded.

U.S. Department of Veterans Affairs (VA)

Midway through USDA’s Guaranteed Underwriting System (GUS) implementation, the Agency shifted to Fannie Mae DU MISMO 3.4 v1.8.1 for easier adoption. Phoenix joined to lead end-to-end testing—developing strategy, scripts, defect tracking, and reporting. Our role quickly expanded to full functional story testing in partnership with the Rural Housing SFHNO team. Within a year, GUS was live, and we ensured SFHNO had the tools to sustain high-quality UAT going forward.

U.S. Department of Agriculture (USDA)

When VA Loan Guaranty needed a trusted partner to modernize their servicing oversight system (VALERI-R), they turned to us to plan, design, and deliver 508-compliant training to thousands of servicers and 350+ VA staff. We led virtual sessions, recorded 10 on-demand modules, and created hands-on Salesforce sandbox exercises. To support ongoing learning, we built a comprehensive online User Guide using Salesforce Knowledge. This training played a key role in the successful 2019 launch of VALERI-R.

U.S. Department of Veterans Affairs (VA)

LGY engaged us to automate insights across their loan program, replacing a manual loan file review process that limited oversight. Partnering with industry leaders, we delivered a pilot integrating lender APIs, transforming and storing data, running business rules, and building a Power BI dashboard prototype. We led cross-VA and lender collaboration, applied Agile and SAFe practices, and defined industry-aligned requirements. The pilot laid the foundation for automating UCD file exchange and delivering real-time analytical insights.

U.S. Department of Veterans Affairs (VA)

USDA requested our mortgage transformation brains and brawn two years into a Salesforce Community and Government Cloud implementation. With our passion for rural homeownership, we answered the call. Within a year, we delivered the new Guaranteed Underwriting System using the updated Uniform Residential Loan Application and FNMA DU specs.

U.S. Department of Agriculture (USDA)

What once was a multi-step, fully manual process to transmit lender data to the Department of Veteran Affairs (VA), is no more. Our team engaged with the VA to design a revised, one-step process for lenders to send data to the VA. We protoyped and developed mockups for a refreshed lender user interface in addition to ensuring we remain in full compliance 100% of the time.

U.S. Department of Veterans Affairs (VA)

Modernizing VALERI for VA Loan Guaranty was a tall order. Using industry best practices, we were the gatekeepers of quality for our agile development teams. Utilizing a hybrid approach of manual and automation testing, we were both the check and the balance that our program demanded.

U.S. Department of Veterans Affairs (VA)

Midway through USDA’s Guaranteed Underwriting System (GUS) implementation, the Agency shifted to Fannie Mae DU MISMO 3.4 v1.8.1 for easier adoption. Phoenix joined to lead end-to-end testing—developing strategy, scripts, defect tracking, and reporting. Our role quickly expanded to full functional story testing in partnership with the Rural Housing SFHNO team. Within a year, GUS was live, and we ensured SFHNO had the tools to sustain high-quality UAT going forward.

U.S. Department of Agriculture (USDA)

When VA Loan Guaranty needed a trusted partner to modernize their servicing oversight system (VALERI-R), they turned to us to plan, design, and deliver 508-compliant training to thousands of servicers and 350+ VA staff. We led virtual sessions, recorded 10 on-demand modules, and created hands-on Salesforce sandbox exercises. To support ongoing learning, we built a comprehensive online User Guide using Salesforce Knowledge. This training played a key role in the successful 2019 launch of VALERI-R.

U.S. Department of Veterans Affairs (VA)

LGY engaged us to automate insights across their loan program, replacing a manual loan file review process that limited oversight. Partnering with industry leaders, we delivered a pilot integrating lender APIs, transforming and storing data, running business rules, and building a Power BI dashboard prototype. We led cross-VA and lender collaboration, applied Agile and SAFe practices, and defined industry-aligned requirements. The pilot laid the foundation for automating UCD file exchange and delivering real-time analytical insights.

U.S. Department of Veterans Affairs (VA)

Credentials

Certifications & contract vehicles, in one place.

WOSB logo
WOSB
SBA-certified woman-owned small business
CMMI Level 3 logo
CMMI Level 3
Appraised delivery process maturity
ISO logo
ISO
Certified quality management
SOC 2 Type II logo
SOC 2 Type II
Independently audited security & trust controls
GSA Schedule logo
GSA Schedule
Direct federal procurement vehicle
Salesforce Partner logo
Salesforce Partner
Platform delivery partnership
Claude Partner Network logo
Claude Partner Network
PhoenixTeam is Certified in the Claude Partner Network.
MISMO Certified Consultant logo
MISMO Certified Consultant
Verified expertise in mortgage industry standards
DoD SkillBridge Partner logo
DoD SkillBridge Partner
Authorized partner supporting service members transitioning to civilian careers
Blue Phoenix SDVOSB Mentor-Protégé Joint Venture logo
Blue Phoenix SDVOSB Mentor-Protégé Joint Venture
Service-Disabled Veteran-Owned Small Business delivering federal technology through approved mentor-protégé pathways
Procurement Detail

Contract vehicles.

PhoenixTeam

  • Contract No. 47QTCA21D007X
  • Dates: April 6, 2026 - April 5, 2031
  • DUNS: 092819977
  • SAM: Registered
  • Business Type: WOSB

  • 54151S Information Technology Professional Services (GSA Schedule 70 previously 132 51)
  • 541611 Management and Financial Consulting, Acquisition and Grants Management Support, and Business (Professional Services Schedule (PSS) previously 520 2)

  • 541511 Custom Computer Programming Services
  • 541512 Computer Systems Design Services
  • 541611 Administrative Management and General Management Consulting Services
  • 541618 Other Management Consulting Services
  • 541990 All Other Professional, Scientific, and Technical Services
  • 561499 All Other Business Support Services

  • PhoenixTeam is proud to be a certified Women-Owned Small Business, driven by diverse leadership and a commitment to delivering high-impact results across government and commercial sectors.

  • PhoenixTeam is ISO 9001 Certified under the category of Software Development, Implementation, Maintenance and Support, Management and Technology Consulting for Federal and Commercial Customers, Phoenix Outcomes Corporate Functions. Certificate Number: POG/SMSPL-USA/Q3356
  • PhoenixTeam has received CMMI Dev ML3 Appraisal

Blue Phoenix

  • Contract No.: 47QTCA23D00BT
  • GSA IT Schedule 70
  • Dates: July 21, 2023 - July 20, 2028
  • SAM: Registered | Business Type: SDVOSB
  • CAGE No.: 9KLT9 | UEI: EE9FJ7MXJ5Z7

  • 54151S Information Technology Professional Services (GSA Schedule 70 previously 132 51)
  • 541611 Management and Financial Consulting, Acquisition and Grants Management Support, and Business (Professional Services Schedule (PSS) previously 520 2)

  • 541511 Custom Computer Programming Services
  • 541512 Computer Systems Design Services
  • 541513 Computer Facilities Management Services
  • 541519 Other Computer Related Services
  • 541611 Administrative Management and General Management Consulting Services

  • Blue Phoenix is honored to be a Service-Disabled Veteran-Owned Small Business, founded on principles of service, integrity, and mission-focused delivery.

  • Minority Business Enterprise (MBE) by the Capital Region Minority Supplier Development Council (CRMSDC), an affiliate of the National Minority Supplier Development Council (NMSDC).
Teaming · Joint venture

Blue Phoenix: Our Mentor-Protégé Joint Venture.

Blue Phoenix pairs PhoenixTeam's discovery and delivery of superior technology solutions with Blue Bay's pathway for service members reintegrating into civilian life: veterans who apply their leadership skills and mission-focused mindset to the technology industry.

Blue Bay veterans drive initiatives forward and proactively anticipate obstacles in the development and delivery process. Together, Blue Phoenix brings deep technical expertise and disciplined, mission-driven execution to every federal engagement.

"Together, we combine 25 years of technology leadership with 20 years of military service to deliver solutions that are mission-ready from day one."

John Trodden · CEO, Blue Bay Solutions

Watch: John Trodden on Blue Phoenix

SBA Service-Disabled Veteran-Owned Certified
SBA-certified SDVOSB
Service-disabled veteran-owned joint venture