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.

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.

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.

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.