Focusing on value and impact. The Phoenix Way.

With our decades of mortgage industry and technology knowledge, plus our Salesforce expertise, we deliver our clients a customer focused solution within a matter of weeks, allowing us to iterate, refine or identify new high-value Salesforce features quickly. We are fortunate to have tackled some of the most complex and exciting Salesforce implementations in the consumer lending and financial services industries. Our north star is delivering an amazing customer experience. Our mission is to ensure our clients’ customers have a consistent and seamless experience and we answer the call by partnering with our clients to develop “The Right Stuff”: the right strategy, the right process and the right talent. Regardless of whether the engagement calls for product, solution architecture, quality assurance, training or implementation leadership, our team is a well-oiled machine, embracing each client’s needs with urgency so we can deliver value fast with little to no ramp up time.

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Top Mortgage Lender & Servicer

After more than two years of trying to implement Salesforce, our client reached out to us with an urgent need to deliver value fast and prove out their substantial investment. Within a matter of weeks, our team reimagined the product vision, mission, and scope. We defined the first container of rapid value and 12 weeks later, onboarded the client’s first users. Our team’s approach to this engagement is unique, focusing on the “art of the possible” and establishing a “Salesforce first” mentality. While the scope of the overall project is complex, introducing Salesforce CRM solution, omnichannel communications and work routing, our techniques drove the value realization with speed and precision. Our team continues to quantitatively assess the highest value capabilities to deliver and release those capabilities to production every 4-8 weeks. Nonstop value.

Our Impact:






expected users


weeks time to value

Top Mortgage Lender & Servicer

Implementing complex lending business logic in Salesforce quickly is a secret passion of ours. We led the effort to enhance our client’s existing Salesforce CRM and are in the process of migrating it from one Salesforce Org to another. Within the first week of our engagement, we built and delivered a solution to onboard new business partners. Simultaneously, our team documented and implemented Salesforce development and configuration best practices. We never exit our engagements without sharing our knowledge and fully preparing our clients to self-support after our departure

Our Impact:


internal users


business units


external users



U.S. Department of Veteran Affairs (VA)

When VA Loan Guaranty needed a trusted partner to modernize their loan servicing oversight system (VALERI), they relied on us to lead the charge. We rallied our team and leveraged Salesforce to provide a more streamlined, integrated, and intuitive user experience. We developed a custom redesigned VALERI-R, leveraging Salesforce’s Enterprise Cloud, Government Cloud and Knowledge Cloud. The scope included redesigning the system’s oversight, workflow, claims and payments components. Our team’s leadership, from stakeholder management to solution architecture, to test case development, was instrumental in successfully releasing VALERI-R to production in 2019. To this day, we continue to maintain and enhance VALERI-R for our partners at VA.

Our Impact:







Custom Redesign

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 3.4 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

PhoenixTeam played a big role in my plans to reimagine our team. Their support with long overdue production, workflow, business metrics and visibility is a huge step to get us closer to our goals.