Our Impact
While we believe in being present in the moment, we never lose sight of our vision to positively impact the future for our communities, company, and clients. It is not the size of the impact that matters. What matters is continuous and authentic impact for the people who matter most. Our purpose as a company is to influence positive change and advocate for opportunities that result in happier, healthier, more equal, and more knowledgeable communities, team members, and clients.
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 (PDLC), Product Discovery. With a magic combination of Phoenix’s expertise and a start-up’s willingness and hunger to realize value, together they saw an increase in customer satisfaction, stronger employee engagement, more engaged, empowered, and collaborative engineering teams, and reduced costs.
What started as an eight-week engagement focused on teaching and coaching discovery best practices evolved into an eight-month partnership to create and implement a custom product development framework focused on speed to understanding and value realization. The client’s new framework blended elements of Scaled Agile Framework (SAFe), Large Scale Scrum (LeSS), and Teresa Torres’s Continuous Discovery Habits, amongst others, to fit the client’s unique culture and product organization. The outcome of the framework resulted in cost savings of $344K over the life of the engagement and reduced lead time to deliver new feature sets by over 60%. Stay tuned for the case study to learn more about PhoenixTeam’s impact on this Mortgage Technology Start-Up and why the client’s Vice President of Engineering said, “we got more done with the PhoenixTeam in six months than we’ve done in the previous 2.5 years”.
PhoenixTeam partners with VA to help protect Veteran homeownership
PhoenixTeam supported the design and build of the VA Loan Electronic Reporting Interface (VALERI), a system that helps the VA Loan Guaranty (LGY) program manage and monitor efforts taken by private-sector loan servicers and VA staff in providing timely and appropriate loss mitigation assistance to defaulted borrowers. VA has estimated that without VALERI and the dedicated staff within the LGY program, approximately 90,000 Veterans and their families would be in jeopardy of losing their homes each year, potentially costing the government an additional $2.8 billion per year. Phoenix helped lead the custom development and data conversion of the 4+ million loan portfolio and VALERI production go live event on May 28, 2019.
PhoenixTeam supports Department of Veterans Affairs implementation of COVID-VAPCP
PhoenixTeam is in the process of implementing the Department of Veterans Affairs (VA) Veterans Assistance Partial Claim Payment program (COVID-VAPCP), a program to help veterans return to making normal loan payments on a VA-guaranteed loan if they have been experiencing financial hardship due, directly or indirectly, to the COVID-19 national emergency.
PhoenixTeam instrumental in modernizing USDA GUS system and helping to extend homeownership to eligible rural individuals and families
PhoenixTeam supported the modernization of the USDA Rural Housing Service (RHS) Government Underwriting System (GUS) that the Single-Family Housing Guaranteed Loan Program (SFHGLP) uses to support the new Uniform Residential Loan Application (URLA) form. The purpose of the program is to extend homeownership to eligible rural individuals and families who cannot qualify for conventional or other mortgage financing. As of 2020, there were approximately 1,400 active lenders and a total SFHGLP portfolio over one million loans with a cumulative balance of approximately $124 billion. Without this modernization, the USDA guaranteed loan program would have ceased to exist as it would not have been compliant with the new URLA impacting USDA’s ability to extend homeownership to eligible rural individuals and families.
PhoenixTeam helps client complete first true eClosing in Massachusetts
Years before the covid pandemic facilitated an explosion in eClosings and remote notary, PhoenixTeam was leading the way helping our clients achieve an industry first. We supported the implementation of DocMagic’s SmarCLOSE system for Radius Financial Group and Santander Bank to complete the first fully paperless, electronic mortgage closing in Massachusetts. The transaction included eNotarization of key documents, including the eNote, which was registered on the MERS® eRegistry.
BriAnna Kleinmeyer Leads USO Toy Drive
Senior Practitioner, BriAnna Kleinmeyer , launched a $500 fundraiser on Giving Tuesday, November 30, 2021, for the United Service Organizations Toy Drive for Military Families in Jacksonville, FL. Within five days, the Phoenix village consisting of less than 100 folks raised $2,500. PhoenixTeam topped off the fundraiser to reach a total of $3,000, 500% over our original fundraising goal. We distributed the funds amongst six diverse organizations, sponsored gifts for 20 children, and purchased every item on their list.
Phoenicians Walk for Our Warriors
Phoenix pledged $1 per mile walked for every 20 active minutes by a team member throughout December to The Wounded Warrior Project (WWP), a nonprofit organization that helps veterans and active-duty service members. PhoenixTeam raised $2,020 to assist in the recovery and wellbeing of our nation’s severely wounded veterans, help them reacclimate to a civilian lifestyle, treat common mental health issues post-deployment like PTSD, and support the Women Warriors Initiative, a report developed by the WWP to address additional challenges that women face while serving our country.
PhoenixTeam Helps Pave the Path to Recovery
Throughout the month of November 2021, we challenged all Phoenicians to walk nine miles a week for the 9% of Americans and 9% of the global population who have been diagnosed with an eating disorder. For every mile walked, PhoenixTeam pledged $1 to Rock Recovery, a nonprofit organization that offers holistic, outpatient rehabilitation programs for people with disordered eating in Washington, D.C., Virginia, and California. Our team walked over four million steps, raising $1,700. For more information, resources, volunteering opportunities, and more, visit https://rockrecoveryed.org/.
PhoenixTeam Battles Breast Cancer in October Step Challenge
October marked Breast Cancer Awareness Month and PhoenixTeam’s Step Challenge for the National Breast Cancer Foundation, Inc. (NBCF). With one in eight women receiving a breast cancer diagnosis in her lifetime, we honored them by challenging Phoenicians to walk eight miles a week, pledging $1 per mile. We took over five million steps and raised $2,500, beating our goal by 261%. The NBCF uses $25 to grant access to the patient navigator to guide people with a recent diagnosis through recovery. The foundation uses $50 to distribute a HOPE Kit, a package filled with items that provide comfort and encouragement for patients undergoing breast cancer treatment. $100 sponsors a woman to attend a breast cancer support group. With $150, the NBCF can cover a mammogram for those with limited access to care due to cost. PhoenixTeam’s Breast Cancer Awareness Month Step Challenge can fund 100 p atient navigators, 50 HOPE Kits, 25 individuals to attend a support group, or 16 mammograms that are critical for early detection.
PhoenixTeam Steps Up for Students
From Monday, September 6 to Friday, September 17, 2021, PhoenixTeam pledged $0.25 to the Kids in Need Foundation (KINF) for every mile walked in our Back-to-School Step Challenge. KINF funds school supplies for under-resourced schools to ensure equal access to education and school materials. Phoenicians walked 1,040 miles, allowing us to donate 10 backpacks, each filled with three folders, two notebooks, a pair of scissors, two glue sticks, a pack of post-its, a ruler, and a pencil pouch with pencils, markers, pencil sharpener, an eraser, and pens.
PhoenixTeam and Hazelden Betty Ford Foundation (HBFF) partner to support LGBTQ+ community.
Access to quality, affordable healthcare to recover from substance use is something the Hazelden Betty Ford Foundation (HBFF) and PhoenixTeam feel passionate about. Struggling with a substance use disorder is not easy, and barriers to proper healthcare make the struggle that much harder to manage; our partnership is about identifying and eliminating these barriers. The LGBTQ+ community has a particularly rocky relationship with adequate healthcare that respects the various aspects of their sexual and gender identities. In an effort to better provide resources for the LGBTQ+ community, HBFF and PhoenixTeam brought JustUs Health in to audit the St. Paul facility. The audit focused on the resources and operations of the facility to see what practices are respecting the needs of the LGBTQ+ community and which aren’t. Our goal over the next few months of the partnership is to identify the ways HBFF can improve their care for all disadvantaged communities and put a plan into action. We look forward to continuing this partnership and making HBFF the premier location for inclusive, diverse, equitable, and accessible healthcare for all.
PhoenixTeam Silver-Sponsor of Down Syndrome Association of Jacksonville (DSAJ) Annual Buddy Walk.
PhoenixTeam joins the effort to impact the down syndrome community of Jacksonville, FL. Since 2018, we have sponsored the annual Down Syndrome Association of Jacksonville (DSAJ) Buddy Walk. There are approximately 350,000 individuals living with Down Syndrome in the United States, making it the most common occurring chromosomal condition. Those with Down Syndrome often have several intellectual and developmental disabilities. The Buddy Walk is a way to bring awareness, share stories, and raise funds while celebrating these folks. The one mile walk down beautiful Jacksonville Beach gives our team members an opportunity to participate and meet some of these amazing human beings. As a sponsor, and with our die-hard belief in I.D.E.A., we help create a community where all people with Down Syndrome are actively included, given opportunities to participate and contribute as valued citizens, and have the choices to create their own paths to fulfillment and success. We look forward to continuing to support DSAJ and their mission to creating a community that is educated, supportive, and inclusive of individuals with Down Syndrome.
Inc. 5000 Regionals 2023
PhoenixTeam places No. 45 out of 142 companies on the Inc. Regionals fastest-growing private companies in the Mid-Atlantic! Ranked within the top rising businesses, PhoenixTeam boasts a two-year median revenue growth rate of 269% and is one of 62 repeat honorees. The Mid-Atlantic region includes Delaware, Maryland, North Carolina, Virginia, Washington, D.C., and West Virginia.
The 2023 Inc. Regionals serves as an extension to the Inc. 5000 list and includes six major U.S. areas: Pacific, Mid-Atlantic, Southeast, Midwest, Northeast, and Southwest, with the Mid-Atlantic region averaging a growth rate of 381%.
Washington Business Journal 2022 Fastest Growing Companies
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 Washington, D.C. area that exhibited continued growth throughout the past three years and COVID-19 pandemic. PhoenixTeam saw a 93.68% average change.
This honor is the fifth recognition PhoenixTeam receives from the Washington Business Journal.PhoenixTeam has ranked #30 on the list of Largest Women-Owned Businesses in Greater Washington, D.C., #20 in the Top-Performing Small Technology Companies in Greater D.C. list, #10 on the Best Places to Work in Greater Washington list, and received the Corporate Pride Award for Business of Pride.
Fortune and Great Place to Work® Best Small & Medium Workplaces in Technology
PhoenixTeam is an honoree for Great Place to Work and Fortune magazine’s 2022 Best Small and Medium Workplaces in Technology. PhoenixTeam is ranked 29th place out of 50 Small and Medium companies for the first time named to this prestigious list.
PhoenixTeam received its first Great Place to Work Certification in February 2022, ranked #29 on the Fortune and Great Place to Work Best Workplaces for Millennials™ list in July 2022, #53 on the 2022 Best Medium Workplaces™ list in August, and now holds additional recognition as an honoree on the Fortune magazine Best Workplaces in Technology list. Great Place to Work measured the differences in over 151,000 employee survey responses from companies in the technology industry through the Trust Index™ survey using rigorous analytics and confidential feedback.
Inc 5000 Fastest Growing Private Companies 2022
PhoenixTeam ranks in 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 Inc. 5000 List is determined by percentage revenue growth from 2018 to 2021 in U.S.-based, private companies. PhoenixTeam saw a 236% three-year growth and ranked #2450 on the List.
Fortune and Great Place to Work® Best Medium Workplaces™
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 is ranked #53 on its first time named to this prestigious list.
Great Place to Work measured over 200,000 employees survey responses in companies with 100 to 999 team members in America’s largest ongoing annual workforce study from companies that represent more than 6.1 million U.S. employees in the Trust Index™ survey. The survey allows team members to share anonymous quantitative and qualitative feedback on company culture through 60 statements measured on a five-point scale and two open-ended questions. These statements assess “employee experience, defined by high levels of trust, respect, credibility, fairness, pride, and camaraderie” as stated by Great Place to Work.
Fortune and Great Place to Work® 2022 Best Workplaces for Millennials™
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 Small and Medium companies on its first time named to this prestigious list.
PhoenixTeam received its first Great Place to Work Certification in February of 2022, and now holds additional recognition as an honoree on the Fortune magazine Best Workplace for Millennials list. Great Place to Work measured the differences in over 413,000 Millennials’ survey responses to those of other generations taken from America’s largest ongoing annual workforce study of over 1 million employee survey responses and data from companies that represent more than 6.1 million U.S. employees in the Trust Index™ survey.
Washington Business Journal Business of Pride
PhoenixTeam is a Washington Business Journal Business of Pride in the Greater Washington area honoree! The award recognizes companies and business leaders for outstanding practices in advancing LGBTQIA+ leadership and equality, and blazing the trail for diversity and inclusion in the corporate world. PhoenixTeam’s commitment to diversity and inclusion sits at the core of our company as a minority and woman-founded business in the overwhelmingly male and white-dominated financial technology and housing industries. In alignment with our dedication to representation, PhoenixTeam launched the Inclusion, Diversity, Equity, and Access (I.D.E.A.) initiative in 2020 to empower our village members to reinforce the appreciation and acceptance of all through education and empathy.
Inc. Best Workplaces 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 a comprehensive measurement of American companies that have excelled in creating exceptional workplaces and company culture. From thousands of applicants, Inc. selected 475 honorees this year based on management effectiveness, benefits and perks, fostering employee growth, and overall company culture. These categories were assessed via an employee survey conducted by Quantum Workplace.
Washington Business Journal Best Places to Work 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 employee surveys that evaluate company communication and resources, individual needs, manager effectiveness, personal engagement, team dynamics, and trust in leadership. Award winners are chosen based solely on survey results, so this honor is granted to PhoenixTeam by our team members themselves and makes this recognition even more special.
Inc. 5000 Regionals 2022
PhoenixTeam places No. 41 out of 131 companies on the Inc. Regionals fastest-growing private companies in the Mid-Atlantic! Ranked within the top rising businesses, PhoenixTeam boasts a two-year median revenue growth rate of 244% and is one of 50 repeat honorees. The Mid-Atlantic region includes Delaware, Maryland, North Carolina, Virginia, Washington, D.C., and West Virginia.
The 2022 Inc. Regionals serves as an extension to the Inc. 5000 list and includes six major U.S. areas: Pacific, Mid-Atlantic, Southeast, Midwest, Northeast, and Southwest, with the Mid-Atlantic region averaging a growth rate of 161%.
Inc 5000 Fastest Growing Private Companies 2021
PhoenixTeam places No. 911 on the Inc. 5000 2021 List of America’s Fastest-Growing Private Companies for the second year in a row with a 532% revenue increase over a three year period. Despite the massive shift in the housing and mortgage industry this past year due to COVID-19, PhoenixTeam has helped federal housing agencies and commercial sector clients deliver better business solutions through technology design, delivery, and implementation excellence. Not only have the companies on the 2021 Inc. 5000 been very competitive within their markets, but this year’s list proved especially resilient given 2020’s unprecedented challenges.
Inc. Best Workplaces 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 American companies that have created exceptional workplaces and company culture whether teams are operating in person or remotely. Collecting data from thousands of submissions, Inc. singled out 429 honorees this year. Each nominated company took part in an employee survey, conducted by Quantum Workplace, on topics including management effectiveness, perks, and fostering employee growth. The organization’s benefits were also audited to determine the company’s overall score and ranking.
Inc. 5000 Regionals 2021
With a two-year revenue growth of 210%, PhoenixTeam ranked No. 52 on Inc. Magazines second annual Inc. 5000 Regionals: D.C. Metro list, the most prestigious ranking of the fastest-growing Washington, D.C., area-based private companies. Born of the annual Inc. 5000 franchise, this regional list represents a unique look at the most successful companies within the D.C. area economy’s most dynamic segment—its independent small businesses.
Inc 5000 Fastest Growing Private Companies 2020
PhoenixTeam ranked No. 1160 with a three-year revenue growth of 380.37% on Inc. magazine’s annual Inc. 5000 list. This list is the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.
Lending Luminary 2020
PhoenixTeam’s Managing Partner and President, Tanya Brennan, was honored by PROGRESS in Lending as a 2nd Annual 2020 Lending Luminary Award Winner. This award honors people in the mortgage banking industry that are inspiring or influencing others and recognizes them for their industry vision and leadership.
Accenture Federal Services Small Business of the Year 2019
PhoenixTeam has been named Small Business of the Year for 2019. Accenture Federal Services established the “Small Business of the Year” award in 2019 to reflect its commitment to supplier diversity and its dedication and appreciation to the small-business community across the United States. Nominees are rated on three core areas: technical quality, financial management, and overall program management.
