Calculating AI ROI in Mortgage: Strategies for Success
By Melanie Lewis, Partner, PhoenixTeam Artificial Intelligence (AI) has the power to transform mortgage operations—but without clear goals and measurable outcomes, it risks becoming an expensive solution. At PhoenixTeam, we’ve...
December 16, 2024 / Read More
PhoenixTeam Awarded $5 Million Contract for HUD Section 3 Reporting System Modernization
ARLINGTON, VA; November 25, 2024—PhoenixTeam is proud to announce that it has been awarded a five-year, $5 million contract by the U.S. Department of Housing and Urban Development (HUD) Office...
The History of Artificial Intelligence in Mortgage
The evolution of artificial intelligence (AI) in mortgage is really just the history of technology in mortgage. In earlier posts and articles, I’ve covered the definition of artificial intelligence, the...
November 20, 2024 / Read More
Adoption of GenAI is Outpacing the Internet and the Personal Computer
By Tela Mathias, COO and Managing Partner at PhoenixTeam A fascinating study came out in September regarding the rate of adoption of genAI in the United States. Bottom line up...
November 8, 2024 / Read More
PhoenixTeam Launches Phoenix Burst — A Generative AI Platform to Accelerate the Product and Change Management Lifecycle
ARLINGTON, VA October 22, 2024 – PhoenixTeam announces the launch of Phoenix Burst, a generative AI platform that transforms knowledge into ready-to-build software and change management artifacts, empowering teams to...
Application of Large Language Model (LLM) Guardrails in Mortgage
Written by Tela Mathias, COO and Managing Partner at PhoenixTeam Recently I was asked about the use of guardrails in our product and put together a white paper to formalize...
October 16, 2024 / Read More
Written by Erin Bittenbender With over 350 online and in-person attendees and representatives from over 115 companies, the MISMOFall Summit 2024 was packed with insights on market conditions, credit modernization...
September 9, 2024 / Read More
Where is GenAI Going in Mortgage?
By Tela Gallagher Mathias, COO and Managing Partner, PhoenixTeam There is endless hype and little real information about how to put genAI safely into practice in the mortgage industry. I...
September 6, 2024 / Read More
Tela Mathias Wins HousingWire's Vanguard Award
Congratulations to Tela Mathias for receiving the HousingWire Vanguard Award!! Tela has been recognized for her transformative leadership and visionary approach in the mortgage technology industry, most recently in the...
Accessible AI Talks | Episode 9 | The Lindsay Bennett Test: A Live Assessment of Phoenix Burst with a Product Leader
Watch Part 9 of our Accessible AI Talks, where we discuss how generative AI is transforming software development in 2024. In our last episode, Brian Woodring and I gave you...
July 18, 2024 / Read More
A Practical Approach to AI in Mortgage
AI is largely a ten percent job, ten percent of the time, for ten percent of your team. Mortgage business leaders continue to need to keep their focus on operations,...
July 18, 2024 / Read More
Accessible AI Talks | Episode 8 | Inside Phoenix Burst: Transforming Software Development with AI
In our last episode, Tela Mathias and Brian Woodring explored the early stages of launching a generative AI product. Now, we're showing you the tech behind it and giving you...
July 11, 2024 / Read More
Accessible AI Talks | Episode 7 | Leading a Gen AI Team to Production
Tune in for a new episode of our Accessible AI Talks series, where we explore the power of AI in software development. In part 7, Tela Mathias, Chief Value Engineer...
July 9, 2024 / Read More
AI Reflections After Getting Lots of Feedback
Written By Tela Gallagher Mathias , COO and Managing Partner, PhoenixTeam I’ve been doing a lot of feedback sessions for Phoenix Burst (www.phoenixburst.ai), which is a passion product for me. To date,...
June 21, 2024 / Read More
PhoenixTeam Ranks Among Highest-Scoring Businesses on Inc.’s Annual List of Best Workplaces for 2024
Arlington, Virginia, June 18, 2024, - PhoenixTeam has been named to Inc.’s annual Best Workplaces list. Prominently featured on Inc.com, the list is the result of a comprehensive measurement of...
June 18, 2024 / Read More
MISMO Spring Summit 2024: Key Insights and Takeaways
Written by Erin Bittenbender, Kellie Stoll, and Heather Kvasnak at PhoenixTeam With nearly 300 online and in-person attendees and representatives from over 100 companies, the MISMO Spring Summit 2024 was...
June 17, 2024 / Read More
Join Us in Making a Difference: Hope Starts with a Home Charity Drive
PhoenixTeam and Nginering are thrilled to partner with New Hope Housing, a local nonprofit, for the “Hope Starts with a Home” charity drive this June! We are dedicated to helping...
Freeing the American People from the Bondage of Joyless Mortgage Technology
Many of you who know me have heard me describe my mission – freeing the American people from the bondage of joyless mortgage technology. For many years, this has been...
May 31, 2024 / Read More
Accessible AI Talks | Part 6 | The Role of AI in Solution Design
Tune in for another episode of our Accessible AI Talks series, where we explore the power of AI in software development. In part 6, Tela Mathias, Chief Value Engineer and...
May 24, 2024 / Read More
What is a value engineer?
By Tela Gallagher Mathias, Managing Partner and COO, PhoenixTeam What is a value engineer? In our Accessible AI Talks series with Brian Woodring, and in several of our recent articles,...
May 7, 2024 / Read More
Accessible AI Talks | Part 5 | The Problem of Product Design
We're excited to bring you Part 5 of our Accessible AI series, featuring our very own Teela Mathias and the brilliant Brian Woodring. This episode dives deep into the fascinating...
May 22, 2024 / Read More
Accessible AI Talks | Part 4 | The Problem of Requirements
Just dropped Part 4 of our Accessible AI Talks series. Tela and Brian continue the conversation and dive into the nitty-gritty of requirements in product development. They’re breaking it down for you, sharing...
May 6, 2024 / Read More
Accessible AI Talks | Part 3 | Problem of Shared Understanding
Part 3 of our Accessible AI Talks series is here, brought to you by Tela Gallagher Mathias and Brian Woodring. Today, we're diving into how AI is reshaping software development and zooming...
May 6, 2024 / Read More
Accessible AI Talks | Part 2 | The Imagine Space and More
In this Talk we discuss how we can use AI and generative AI in the ‘imagine’ space of software development. We explore the ways AI will fundamentally change the way...
May 6, 2024 / Read More
Accessible AI Talks | Part 1 | Introduction with Guest: Brian Woodring
Tela Mathias recently kicked off PhoenixTeam’s Accessible AI series with Brian Woodring where they discussed how AI and generative AI can streamline time-to-value to deliver high quality software. In the interview, you’ll...
May 6, 2024 / Read More
Storyboards Matter: Three Insights for Using AI to Accelerate Product Design and Delivery
By Jeremy Romano, Managing Practitioner | Experience Design & Product Management In software development, storyboarding is the essential blueprint for crafting exceptional user experiences. The product design phase and its artifacts are...
May 3, 2024 / Read More
PhoenixTeam Designated as One of MISMO's First Certified Consultants, Shaping the Future of Mortgage Industry Standards
ARLINGTON, VA, UNITED STATES, April 24, 2024 -- PhoenixTeam is proud to announce it is one of MISMO’s first Certified Consultants. This new certification program was announced in January at...
April 24, 2024 / Read More
The Two Rules of Gen AI
By Kenny Akridge, Managing Director at PhoenixTeam If you have been following this series and have already experimented with one or more Large Language Models (LLM) such as ChatGPT, you...
April 18, 2024 / Read More
Three Simple Steps to Kickstart your AI Journey Today
By Tela Gallagher Mathias , COO and Managing Partner, PhoenixTeam As I mentioned a couple of posts ago, we started our AI journey because we saw both opportunities and threats...
April 16, 2024 / Read More
The Peanut Butter and Jelly Sandwich AI Experiment
Written By Tela Gallagher Mathias , COO and Managing Partner, PhoenixTeam Part of the scope of our MVP was to create storyboards, which was actually really hard. I highly recommend...
April 12, 2024 / Read More
Starting Our AI Journey
Written By Tela Gallagher Mathias , COO and Managing Partner, PhoenixTeam In late February, we kicked off our #AI journey. As a company that specializes in the design, delivery, implementation,...
April 10, 2024 / Read More
PhoenixTeam CEO and COO Make Inc.’s 2024 Female Founders List
Inc.’s seventh annual Female Founders list highlights entrepreneurs with world-changing companies ARLINGTON, VA, UNITED STATES, April 10, 2024 -- Inc. recently announced its seventh annual Female Founders list, honoring 250...
April 10, 2024 / Read More
PhoenixTeam has earned its spot on Inc. 5000 Regionals: Mid-Atlantic
Exciting news!! Inc. magazine today revealed that PhoenixTeam has earned its spot on Inc. 5000 Regionals: Mid-Atlantic list for the fourth consecutive year. Ranked No. 78 with a 130% growth...
March 4, 2024 / Read More
Key Insights and Takeaways from MISMO Winter Summit 2024
The MISMO Winter Summit was jam-packed with insightful discussions, forward-looking sessions and it was also a celebration of MISMO’s 25-year anniversary of industry collaboration and standards development. Our team led...
January 29, 2024 / Read More
Leader of the Year Interview with Jacki Frazer
We recently interviewed Jacki Frazer, Managing Director at PhoenixTeam and the well-deserved recipient of PhoenixTeam’s Leader of the Year Award. Our interview was nothing short of inspiring, and discussed many leadership topics,...
January 18, 2024 / Read More
Why Phoenix - Shawn Burke
In this "Why Phoenix" interview featuring Shawn Burke, Managing Practitioner at PhoenixTeam, we explore the dynamic culture of PhoenixTeam. Shawn uncovers what makes our Phoenix Village truly unique — its people,...
December 28, 2023 / Read More
PhoenixTeam at Agile + DevOps East 2023: Key Insights and Takeaways
The Agile + DevOps East Conference 2023, a TechWell Corp event, was full of innovative ideas, methodologies, and learnings. This annual gathering serves as a melting pot for industry experts, thought leaders,...
November 17, 2023 / Read More
Why Phoenix — Vicki Withrow
In the "Why Phoenix" series, PhoenixTeam Village members share their personal and unique journeys within the organization. Vicki Withrow's experience with PhoenixTeam is a testament to the power of this...
November 3, 2023 / Read More
Breaking Barriers: The Extraordinary Woman Who Redefined Workplace Equality
Ann Hopkins, a celebrated and deeply respected woman ahead of her time, made history when she shattered the glass ceiling during the 'Mad Men' era when sexism prevailed, men drank...
October 20, 2023 / Read More
PhoenixTeam: In the Arena
This piece originally appeared in the October 2023 edition of MortgagePoint magazine, online now. Authentic human connection and empathy are the keys to building great technology products. This is the core belief of PhoenixTeam,...
October 11, 2023 / Read More
Defining the Word “Done” The Phoenix Way
By Rob Smith, SPC, PMP, PMI-ACP, CSM, PPO, ICP-ACC, Senior Practitioner and Lean Agile Coach, PhoenixTeam Merriam-Webster Dictionary defines done as "no longer happening or existing." It seems straightforward until...
September 14, 2023 / Read More
PhoenixTeam Approved as DOD SkillBridge Partner to Help Active-Duty Military Service Members Re-Enter Civilian Workforce
PhoenixTeam strengthens its mission to support U.S. Service Members' transition into civilian life with the opportunity to work in specialized career areas. ARLINGTON, VA, UNITED STATES, August 18, 2023 --...
August 18, 2023 / Read More
PhoenixTeam featured on Inc. 5000 List of America’s Fastest-Growing Private Companies for the 4th Consecutive Year!
Arlington, VA, August 15, 2023—PhoenixTeam ranks No.1549, representing a 370% growth rate on the 2023 Inc. 5000 annual list of the fastest-growing private companies in America. In addition, PhoenixTeam ranked...
Military Veteran’s Transition from Active Duty to Civilian Life as Lean-Agile Methodologist and Coach
By Rob Smith, SPC, PMP, PMI-ACP, CSM, PPO, ICP-ACC, Senior Practitioner and Lean Agile Coach, PhoenixTeam How a Veteran found his purpose and belonging in the civilian workforce after decades...
July 31, 2023 / Read More
Veteran Founded Technology Venture Blue Phoenix Expands Reach with GSA IT-70 Award
Blue Phoenix, specializing in technology design, delivery, and leadership excellence for federal agencies, awarded milestone GSA contract. ARLINGTON, VA; July 24, 2023— Blue Phoenix, a Service-Disabled Veteran-Owned Small Business (SDVOSB),...
July 24, 2023 / Read More
PhoenixTeam Begins New Partnership with HUD for FHA Catalyst
ARLINGTON, VA; June 9, 2023—PhoenixTeam was recently awarded a $55 million, 5-year contract with the Department of Housing and Urban Development (HUD) for development, modernization, and enhancement (DME) support services...
June 9, 2023 / Read More
PhoenixTeam is Excited to Announce Becky Griswold as its Newest Partner
Arlington, VA , May 31, 2023 — Mortgage technology company PhoenixTeam is pleased to announce the elevation of Becky Griswold to Partner. Becky Griswold joined PhoenixTeam in 2019 as an Implementation...
May 31, 2023 / Read More
PhoenixTeam proves value realization begins with product discovery
PhoenixTeam guided a mortgage technology start-up to increase speed to delivery by five times, focusing on the most important but often the most ignored part of the Product Development Lifecycle...
March 30, 2023 / Read More
PhoenixTeam Strengthens Partnership with U.S. Department of Agriculture
ARLINGTON, VA; March 29, 2023—With the recent U.S. Department of Agriculture (USDA,) Rural Development (RD) SURPASS modernization award, PhoenixTeam continues to deliver value to farmers and rural homeowners by providing...
March 29, 2023 / Read More
PhoenixTeam Featured on 2023 Inc. Regionals Mid-Atlantic for Third Consecutive Year
PhoenixTeam ranks at No. 45 with 269% growth rate. ARLINGTON, VA, February 28, 2023 – PhoenixTeam places No. 45 out of 142 companies on the Inc. Regionals fastest-growing private companies in the...
PhoenixTeam Announces 2022 Annual Company Award Winners!
PhoenixTeam continues to set industry standards for enabling homeownership through technology. We partner with federal and commercial clients to bring innovative, meaningful, and efficient mortgage technology products to customers and our...
January 30, 2023 / Read More
PhoenixTeam Ranks #15 on Washington Business Journal’s 2022 Fastest Growing Companies
ARLINGTON, VA, October 21, 2022 – PhoenixTeam is ranked #15 on the Washington Business Journal’s 2022 Fastest Growing Companies list! This list recognizes the top 50 privately-owned companies in the...
October 21, 2022 / Read More
Fortune and Great Place to Work® Rank PhoenixTeam #29 2022 Best Workplaces in Technology™
ARLINGTON, VA, September 7, 2022— Great Place to Work and Fortune magazine rank PhoenixTeam as a 2022 Best Small and Medium Workplaces in Technology. PhoenixTeam is ranked 29 out of 50...
PHOENIXTEAM FEATURED ON INC. 5000 LIST OF AMERICA’S FASTEST-GROWING PRIVATE COMPANIES
ARLINGTON, VA, August 16, 2022 – PhoenixTeam ranks in the top half of Inc. magazine’s 2022 Inc. 5000 List of America’s Fastest-Growing Private Companies for the third year in a row! The...
August 16, 2022 / Read More
Fortune and Great Place to Work® Rank PhoenixTeam #53 2022 Best Medium Workplaces™
ARLINGTON, VA, August 8, 2022 — Minority and woman-owned mortgage software development company PhoenixTeam is an honoree on Great Place to Work and Fortune magazine’s 2022 Best Medium Workplaces. PhoenixTeam...
Fortune and Great Place to Work® Rank PhoenixTeam #29 2022 Best Workplaces for Millennials™
ARLINGTON, VA, July 18, 2022— PhoenixTeam is an honoree for Great Place to Work and Fortune magazine’s 2022 Best Workplaces for Millennials. PhoenixTeam is ranked 29th place out of 100...
PhoenixTeam funds structural change to eliminate healthcare disparities
Philanthropic gifts embolden diversity, equity and inclusion changemaking in 2022 at nation's leading nonprofit addiction, mental health provider This article originally appeared on the Hazelden Betty Ford Foundation website. It...
PhoenixTeam receives 2022 Business of Pride Corporate Pride Award
This article originally appeared on Washington Business Journal and was written by Tristan Navera. It has been given minor edits before re-posting. For countless businesses in Greater Washington, 2020 was...
Team Member Spotlight: Meet Marcia
Marcia Carter-Griffith has been with PhoenixTeam for six months now, thriving in her roles as Data Analytics Consultant and Senior Functional Analyst. She has already utilized our Continuous Learning opportunities to take...
June 3, 2022 / Read More
PhoenixTeam is a Washington Business Journal Business of Pride 2022 Honoree
Leaders and companies are recognized for programs, practices and policies that advance LGBTQIA+ equality and leadership in the workplace throughout the Greater Washington Area and beyond. ARLINGTON, VA, May 20,...
May 20, 2022 / Read More
Agile Adaptation: A Case Study on the Success of a Modified Design Sprint
An exhausting, but amazing experience that brought a cross-functional group together to form a team to create and test an amazing prototype that set the direction for our next release...
May 13, 2022 / Read More
PhoenixTeam Ranks Among Highest-scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2nd Consecutive Year
ARLINGTON, VA, May 10, 2022 – PhoenixTeam has been named to Inc. magazine’s 2022 Best Workplaces list for the second year in a row. The list is the result of...
May 10, 2022 / Read More
Washington Business Journal Lists PhoenixTeam as a 2022 Best Places to Work
ARLINGTON, VA, April 1, 2022 – PhoenixTeam is a 2022 Washington Business Journal Best Places to Work in the Greater Washington area honoree! Nominees are selected from feedback collected in...
April 1, 2022 / Read More
PhoenixTeam Featured on 2022 Inc. Regionals Mid-Atlantic for Second Consecutive Year
PhoenixTeam ranks at No. 41 with two-year 244% growth rate. ARLINGTON, VA, March 15, 2022 – PhoenixTeam places No. 41 out of 131 companies on the Inc. Regionals fastest-growing private...
March 15, 2022 / Read More
Team Member Spotlight: Meet Leigh
Practitioner Leigh Moos’ favorite thing about her role at PhoenixTeam is delivering clients value at scale within the mortgage industry. “We care about having an authentic impact for the people...
December 20, 2021 / Read More
When Veterans Come Home
By: Nicholas Goodman Trigger Warning: Terrorism, Mention of Suicide I was five years old when the Trade Center collapsed. When the school caught wind of the news, my kindergarten teacher...
November 11, 2021 / Read More
Team Member Spotlight: Meet Lauren
PhoenixTeam Engineer Lauren Guse has built a network and support system a year into her time at PhoenixTeam. She enjoys the opportunity to “make a difference in the lives of...
November 5, 2021 / Read More
Embrace the Shortcuts
By Shawn Burke The standardization of Copy + Paste (CTRL+C and CTRL+V) was a life-changing feature of early Microsoft Office. Gone were the keyboard layout templates for every processing program. That’s right,...
November 4, 2021 / Read More
Team Member Spotlight: Meet Michael
Being a Business Analyst at PhoenixTeam is Michael Oliver's first job in his career. He never knew how willing his team members would be to help the "new guy." "The...
PhoenixTeam Goes Pink for Breast Cancer Awareness Month
PhoenixTeam’s Breast Cancer Awareness Month campaign is all about supporting the research, education, and treatment and for breast cancer. Every year in October, companies, families, and individuals around the world...
October 14, 2021 / Read More
Team Member Spotlight: Meet Matt
There is no greater gift than the time you get to spend with a friend or a loved one. With Matt's love for music, he would choose to spend some...
PhoenixTeam shows up strong at the MISMO Fall 2021 Summit
PhoenixTeam attended The Mortgage Industry Standards Maintenance Organization (MISMO) Fall Summit in Washington, DC, from Monday, September 20 to Friday, September 24, 2021. PhoenixTeam is MISMO Bootcamp Certified and is...
Team Member Spotlight: Meet Melissa
Melissa’s perfect day starts with a good cup of coffee and brunch. Reading, music, and spending the day at the beach with friends until the sun goes down is at...
Retaining a Talented (and Happy) Workforce
By Jaedri Wood It has been nearly one and a half years since the initial COVID-19 outbreak, which prompted businesses to make radical changes to overcome the challenges of the...
Team Member Spotlight: Meet Gloria
Meet Gloria, a Business Analyst at PhoenixTeam. Spending time outdoors with family, friends and a good glass of wine tops her list! She is always ready for time spent listening...
August 20, 2021 / Read More
PhoenixTeam makes the 2021 Inc. 5000 list for 2nd consecutive year!
For 2nd Consecutive Year, PhoenixTeam featured on the 2021 Inc. 5000 List of America's Fastest-Growing Private Companies ARLINGTON, VA, August 17, 2021 – PhoenixTeam places No. 911 on the Inc....
August 17, 2021 / Read More
Team Member Spotlight: Meet Kris
The best part of Kris’s job is the variety in his work. Each day may bring a new challenge and he loves that. He also loves working from home and...
The Secret to Great Consulting: Empathy
What makes a great consultant? The first traits that likely come to mind are: expertise, strong communication, and being a team player. While all those traits are important, a primary...
Team Member Spotlight: Meet Sofia
Meet Sofia Castro, she was born in Brazil and moved to the US with her family when she was 2 years old. Sofia is fluent in Portuguese, Spanish and English....
Introducing the newly designed PhoenixTeam Website
In recent years, PhoenixTeam has grown in size, impact and influence. In reflection of our evolution, we are thrilled to introduce the new PhoenixTeam website to you. Our goal with...
PhoenixTeam is Now a Salesforce Partner!
PhoenixTeam is excited to announce that we are now a Salesforce Partner! Phoenix is no stranger to Salesforce as most of our client engagements involve Salesforce Product and Implementation leadership....
Gender (In)equity in the Mortgage Industry
By Jaedri Wood As of January 2021, the number of women in C-suite leadership positions for Fortune 500 companies reached an all-time high. The good news is that more women...
Team Member Spotlight: Meet Mary
If Mary could give her younger self advice, it would be words from Eminem, “You can do anything you set your mind to man.” Mary has always wanted a career...
Home Ownership in 2021: A dream for all or a dream for some?
By: Jaedri Wood In his best-selling book “Epic of America” (1931), James Truslow Adams first coined the term “American Dream” to mean: “that dream of a land in which life...
Team Member Spotlight: Meet Lucas
As anyone can see Lucas has a passion for travel, adventure and enjoying nature. In addition, when he is not outdoors, Lucas likes reading about history, philosophy and culture. Oh,...
Wellness in the Workplace
The Covid 19 pandemic redefined the benefits and perks organizations offer to employees. One of the areas impacted most is employee wellness in the workplace, and what companies can do...
Team Member Spotlight: Meet Josh
Most people look to vacation somewhere quiet and sunny when they talk about winning the lottery and Josh is no exception. His place of choice would be somewhere in the...
PhoenixTeam Ranks Among Highest-Scoring Businesses on Inc. Magazine's Annual List of Best Workplaces for 2021!
Arlington, VA May 12, 2021 – PhoenixTeam has been named to Inc. magazine’s annual list of the Best Workplaces for 2021. The list is the result of a wide-ranging and comprehensive measurement of...
Team Member Spotlight: Meet Jennifer
Meet Jennifer Drahota, who has dreams of someday writing and publishing her own book. Although she has not figured out what it is going to be about, but she is...
How to be LEAN While Working Remotely
When you hear the term “LEAN Principles” you likely think of Henry Ford and Edward Demming—two of the most well-known figures in LEAN history. LEAN has been around since the...
Team Member Spotlight: Meet Saugat
If Saugat could give his younger self sage advice it would be “There is no course that teaches you money and time management, mental health, self-love, self-confidence, and acts of...
PhoenixTeam is continuously I.D.E.A.-ing
Inclusion, Diversity, Equity, and Access, also known as I.D.E.A., are the elements that make up the foundation of who we are at PhoenixTeam. We are all about continuously investing in...
The Importance of Continuous Learning for Team Members
By Jaedri Wood</p When reading through a job application, the first question that comes to mind is “Do I fulfill the requirements?” This is a reasonable question, but job seekers...
Team Member Spotlight: Meet Katie
Katie describes herself as fun loving, loyal, adaptable a bit of a people pleaser, slightly stubborn and loves making friends. If you missed information at a company meeting, don’t worry,...
Why are younger generations not buying houses?
By Jaedri Wood When a person graduates from college and finds a reliable job, the (seemingly) next logical step would be to take the leap and buy a home. While...
Team Member Spotlight: Meet Damion
Damion lives by his positive attitude and humble personality. The best advice he has ever gotten is “Judge not, least ye be judged.” Damion does not believe “everything happens for...
PhoenixTeam’s Three Pillars to Successfully Implementing Salesforce
Pillar 3: The Right Talent PhoenixTeam introduced two of our three pillars to a successful Salesforce implementation: The Right Strategy and The Right Process. Once you have a good handle...
Waiting for our Pre-COVID World to Return will be the Death of Innovation
By Jaedri Wood Now that we have passed the one-year mark since the COVID-19 pandemic began, posts ‘from this day one year ago’ have surfaced on social media—bringing back the nostalgia...
The Rise in Racism Towards the Asian Community as a Result of the COVID-19 Pandemic
Undoubtedly, you have heard someone say that all Asians look the same or are the same. While this is far from the truth, it continues to be shared as if ...
Team Member Spotlight: Meet Kelli
If Kelli won the lottery, the first thing she would do is buy a house on the beach in South Carolina so she could wear flip flops every day while...
PhoenixTeam’s Three Pillars to Successfully Implementing Salesforce
Pillar 2: Defining the Right Process PhoenixTeam recently introduced the first of our three pillars to a successful Salesforce implementation: The Right Strategy. A strong strategy and a mutual understanding...
Team Member Spotlight: Meet Austin
Austin spent his middle grade school years living in Australia. His mortgage career began while he was still in college. He is thrilled to be working at The PhoenixTeam where...
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...
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...
Team Member Spotlight: Meet Daniel
Dan is a salesforce solutions architect with an extensive background working with nonprofits. Working at Phoenix has given Dan the opportunity to be in a fulltime consulting role working on...
Random Acts of Kindness
By definition, a random act of kindness is a non-premeditated, inconsistent action designed to offer kindness towards the outside world. When we asked our team what a random act of kindness meant to...
Team Member Spotlight: Meet Jacob
p>Jake comes to PhoenixTeam with 20 years’ experience and 5 Salesforce certifications. Working at PhoenixTeam has shifted his mindset on solution delivery. “The way Phoenix goes to market is not...
PhoenixTeam’s Diversity, Equity and Inclusion (DEI) Team Hosts First Ever Dinner, Drinks and DEI Workshop
PhoenixTeam is committed to promoting a workplace culture that embraces and is empowered by our core values, including, diversity, equity and inclusion. Our DEI team goals are to: Offer resources...
Tanya Brennan Recognized with 2020 Lending Luminary Award
PhoenixTeam’s Managing Partner and President, Tanya Brennan was recently honored by PROGRESS in Lending as a 2nd Annual 2020 Lending Luminary Award Winner. This award honors people in the mortgage...
Intern Spotlight: Meet Lauren
We are excited to welcome Lauren to our team as an intern! Lauren started with PhoenixTeam at the end of August and has jumped right in with the team! Learn...
Get to Know Your Customers
Today is "Get to Know Your Customer Day"! At PhoenixTeam we are laser focused on knowing our customers, understanding their desired outcomes and aligning our work so that we can...
Intern Spotlight: Meet Avery
We are excited to welcome Avery to our team as an Intern! Avery recently started with PhoenixTeam and has already made an impact with our team! Learn more about Avery...
Intern Spotlight: Meet Jaedri
We are excited to welcome Jaedri to our team as an Intern! She started in early August and has already made an impact with our team! Learn more about Jaedri...
PhoenixTeam Expands Relationship with the U.S. Department of Veterans Affairs
ARLINGTON, Va., Sept. 9, 2020 – PhoenixTeam, a leading mortgage technology strategy and services provider, has expanded its long standing partnership with the U.S. Department of Veterans Affairs (VA) Loan Guaranty (LGY) Service. As part...
PhoenixTeam makes Inc. Magazine's Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000
PhoenixTeam Ranks No. 1160 on the 2020 Inc. 5000 With Three-Year Revenue Growth of 389.37 Percent NEW YORK, August 12, 2020 – Inc. magazine today revealed that PhoenixTeam is No. 1160 on its...
Project Management: A Quick Start Guide
This guide informs mortgage companies and partners who seek to improve their current enterprise IT model, adopt a product-oriented mindset, and who are not ready to implement a tech product...
PhoenixTeam Awarded New USDA Contract
PhoenixTeam to Assist Department of Agriculture to Modernize Guaranteed Underwriting System (GUS) ARLINGTON, Va.; Mar. 30, 2020 – PhoenixTeam has been awarded two contracts by the United States Department of...
GOOD PRESS: Featured in The M Report...
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The Phoenix Theory of Everything
At Phoenix, we have developed a Theory of Everything that helps describe why projects and organizations fail to meet their goals. We’ve seen the same culprits threaten to take down...
Phoenix Helps Win Major U.S. Veterans Affairs Contract
ARLINGTON, Va. – PhoenixTeam (formerly Phoenix Oversight Group) is part of a group that has been awarded a major contract by the U.S. Department of Veterans Affairs (VA) to modernize...
Top 3 Things Mortgage Servicers Must Do to Stay Competitive
With two of the nation’s top mortgage servicers recently announcing they will sell their remaining mortgage servicing rights in 2017 to focus on more profitable business lines, we are seeing...
The Need for Business Support of Federal System Implementations
Federal agencies have long recognized the need to have options in system implementations. Electing to go inside the agency for information technology solutions or to collaborate with the private sector...
Quotes that Inspire Us
There's a way to do it better. Find it. -- Thomas A. Edison
Servicing Technology Management: Practices and Solution Options for Market Leading Mortgage Servicers
The mortgage servicing industry remains a challenging environment. Servicers must provide a high level of customer service, maintain compliance with rigorous and constantly changing regulations, and maintain a low cost...
