Focused on continuous execution and adoption. The Phoenix Way.

It’s all about execution and adoption! Our implementation team members are servant leaders and coaches for our client’s implementation team, helping them take a product or idea from request to delivery and adoption. We use innovative agile approaches to track delivery and timelines, identify the impact of risks, and communicate status and expectations to the client and stakeholders. We participate in product, business and development team ceremonies so we have a comprehensive understanding of the vision, success metrics and roadmap - all so we can fully support the end user when functionality is released. Most importantly, we recognize the importance of empowered teams. That is why we steer away from command and control and encourage collaboration, intent-driven behavior and learning from failure.

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U.S. Department of Agriculture (USDA)

USDA requested our mortgage transformation brains and brawn two years into a Salesforce Community and Government Cloud implementation. With our passion for helping people find home ownership opportunities in rural America, we were thrilled to answer the call. Within one year, our team successfully implemented the new Guaranteed Underwriting System based on the new Uniform Residential Loan Application and FNMA DU MISMO v3.4 v 1.8.1 specifications for import file. We leveraged our product management, implementation, quality assurance, backlog management and lender engagement expertise to bring this one home for the farming community.

Our Impact:




active lender participants

Path to B-->G automation

Custom redesign

Mortgage Industry Standards Maintenance Organization (MISMO)

MISMO requested our implementation leadership and project oversight support for its Innovation Investment Fee implementation. The scope involved creating and maintaining process diagrams, creating policy and procedure documentation, capturing and tracking RAID log items, developing the roadmap, defining key performance metrics, and managing an executive dashboard, project plan, and initiative tracker logs. Our 10+ years experience serving MISMO as a trusted advisor and our mortgage lending subject matter expertise was a huge factor of our mutual success. The major success factor was our ability to quickly analyze, assess, implement, integrate and test MISMO data standards.

Our Impact:

New Revenue Stream

Path to Faster

Increased Throughput

Enhanced Process

Top Mortgage Lender & Servicer

A multi-channel national mortgage lending leader engaged Phoenix to manage the execution of a top 2 corporate initiative. We brought our decades of mortgage origination and servicing experience, our expertise with successful technology development and deliveries and our hands-on implementation management successes to provide full-scale Implementation leadership of a new technology-based partner lending channel. Phoenix helped our client negotiate partner contracts, design and execute the enterprise-wide implementation strategy and plan, define enterprise-wide organization changes, new business process design and new technology, deliver cross-train/cross-team code over 4 Releases, administer scope change, deliver a transitional lending platform during implementation, and led the program adoption.

Our Impact:


closed loans in first




new corporate alliances


partner users


new technology with features


When an enterprise implementation is needed, fintech companies know where to turn. We were proud to lead an OCR implementation for our client’s customer, a leading FHA and VA lender. This two year implementation included an in-depth, detailed discovery process where we documented current processes, gaps and future state vision throughout the enterprise. Given the size and complexity of the scope, we crafted and drove forward a plan capturing OCR team efforts and the customer’s adoption readiness. Our goal was to gain alignment and, where we needed to pivot, we could do so quickly. This approach resulted in a successful enterprise OCR rollout.

Our Impact:





Repeat Client

Mortgage Risk Management Division of a Global Financial Service Corporation

Phoenix was engaged to reinvent an implementation of a post-settlement audit automation product for one of our client’s largest customers. It had been nearly 2 years in implementation without going live. Phoenix assessed the current state of business requirements, technology build, and customer feedback on the implementation. We quickly proposed an implementation plan that leveraged agile methodology and frequent implementation of new layers of the solution. Within 8 weeks we were live with our first rollout and went on to manage seven total rollouts to finish out the implementation.

Our Impact:

Improved customer sentiment

audit process efficiencies

Repeat Client

All members that I have worked with are always helpful in resolving or researching the issue at hand. The collaboration of the team members is always great. Super resourceful individuals. Always willing to go the extra mile.