News & Insights

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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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....

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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...

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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....

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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...

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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...

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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...

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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,...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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,...

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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...

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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...

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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...

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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...

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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 ...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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Quotes that Inspire Us

There's a way to do it better. Find it. -- Thomas A. Edison

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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...

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