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. 

Our Work

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.

Our Community

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.

Our Recognitions

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.

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.

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. 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.

News & Insights

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

Beating the Burnout

By Paul Weakley A few weeks ago, a handful of technologists at PhoenixTeam came together to discuss the meaning of “burnout.” Burnout means something different to everyone as it is...

November 3, 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 is thrilled to announce Paul Weakley as its newest Partner

PhoenixTeam Accepts Paul Weakley into Partnership PhoenixTeam recently announced Paul Weakley as its newest partner. Paul Weakley joined PhoenixTeam in 2018 and immediately proved himself to be an indispensable member...

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Paul Weakley "The Art of Engineering" featured in the MBA NewsLink Newsletter

PhoenixTeam’s own Paul Weakley’s “The Art of Engineering” was recently featured in the MBA Newslink Newsletter. Paul provides insight on best practices for engineering teams on working and interacting with...

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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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