Who We Serve
PhoenixTeam is a women-owned small business that provides mortgage technology strategy, technology product leadership, systems implementations services, analytics, and DevOps leadership to both government agencies and commercial sector clients. In the federal sector, we serve the Department of Veteran Affairs (VA) Loan Guaranty Service and the United States Department of Agriculture (USDA) Rural Housing Program to develop and realize their most complex strategies to modernize information systems. In the commercial sector, we bring our industry knowledge to help transform mortgage technology products, including loan origination systems, servicing systems, workflow, investor oversight, electronic mortgages, optical character recognition, and document preparation. We provide leadership and support to help our clients successfully implement Salesforce solutions in both Federal and commercial. In 2019, PhoenixTeam was awarded the 2019 Small Business of the Year Award by Accenture Federal Services. In 2020, PhoenixTeam was recognized by INC 5000 as one of the fastest growing companies in the United States, and this year we made INC 5000 Regionals list of the fastest growing private companies in the DC Metro area!
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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.
Impact
New Revenue Stream
Path to Faster
Increased Throughput
Enhanced Process
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.
Impact
New Revenue Stream
Path to Faster
Increased Throughput
Enhanced Process
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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.
Impact
2,500
Internal Users
10
Business Units
50,000+
External Users
1M+
Records
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.
Impact
2,500
Internal Users
10
Business Units
50,000+
External Users
1M+
Records
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Top Mortgage Lender & Servicer
After implementing SAFe, our client needed our technical and solution architecture leadership to drive the value of SAFe home. We led the coordination of architectural vision and strategy with the feature development of the stream, trains, and teams. Focused inward on the architecture team to build, train, and hire the right talent to expand the solution architecture team threefold. We had the privilege of leading internal initiatives in the form of objectives and key results to drive improvement beyond project scopes. Using architectural designs, roadmap development, PI planning, end-to-end testing, and writing software, we lead by example to inspire the teams to innovate and solve the hard problem with true Agile architecture.
Impact
41
ARTs
30+
Epics
2,000+
Technologists
60+
Solution and Architectural Diagrams
After implementing SAFe, our client needed our technical and solution architecture leadership to drive the value of SAFe home. We led the coordination of architectural vision and strategy with the feature development of the stream, trains, and teams. Focused inward on the architecture team to build, train, and hire the right talent to expand the solution architecture team threefold. We had the privilege of leading internal initiatives in the form of objectives and key results to drive improvement beyond project scopes. Using architectural designs, roadmap development, PI planning, end-to-end testing, and writing software, we lead by example to inspire the teams to innovate and solve the hard problem with true Agile architecture.
Impact
41
ARTs
30+
Epics
2,000+
Technologists
60+
Solution and Architectural Diagrams
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Top Mortgage Lender & Servicer
When a top Mortgage company sought training on how to deliver value at scale, with a focus on Product Management best practices and thinking, they trusted us with the task. With our experience in the software implementation and mortgage industry, we customized our commercial Scaled Value Delivery workshop to meet the client's specific needs. This interactive, four-day workshop brought together participants with different skillsets through hands-on experiential learning. With a focus on realizing business value, we educate participants on how to design and communicate a vision, collaborate with team members across business, product and technology, and ultimately, successfully deliver value with little waste. We took the very best of product management, software delivery, Agile, SAFe, and change management to create and deliver what one participant called "hands down, the absolute BEST training I have received in 15 years."
Impact
~300
People Trained
17
Workshops Delivered
2 weeks
From Onsite to Virtual
92%
NPS
When a top Mortgage company sought training on how to deliver value at scale, with a focus on Product Management best practices and thinking, they trusted us with the task. With our experience in the software implementation and mortgage industry, we customized our commercial Scaled Value Delivery workshop to meet the client's specific needs. This interactive, four-day workshop brought together participants with different skillsets through hands-on experiential learning. With a focus on realizing business value, we educate participants on how to design and communicate a vision, collaborate with team members across business, product and technology, and ultimately, successfully deliver value with little waste. We took the very best of product management, software delivery, Agile, SAFe, and change management to create and deliver what one participant called "hands down, the absolute BEST training I have received in 15 years."
Impact
~300
People Trained
17
Workshops Delivered
2 weeks
From Onsite to Virtual
92%
NPS
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Top Mortgage Lender & Servicer
We served as Product leaders to our client looking to transform a core, fundamental process. We developed a multi-year product vision that aligned to the business vision, led ideation workshops, partnered with technology and business to define and refine features and stories, and created product artifacts such as customer journeys, storyboards and prototypes to articulate the vision. With a net new front-end and back-end to consider, we carefully prioritized work based on business value and speed to delivery.
Impact
Net New Product
Repeat Customer
Multi-Train Collaboration
New Scoring Models
We served as Product leaders to our client looking to transform a core, fundamental process. We developed a multi-year product vision that aligned to the business vision, led ideation workshops, partnered with technology and business to define and refine features and stories, and created product artifacts such as customer journeys, storyboards and prototypes to articulate the vision. With a net new front-end and back-end to consider, we carefully prioritized work based on business value and speed to delivery.
Impact
Net New Product
Repeat Customer
Multi-Train Collaboration
New Scoring Models
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Fiserv
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.
Impact
7
LOBs
~700
Documents
Repeat Client
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.
Impact
7
LOBs
~700
Documents
Repeat Client
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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 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.
Impact
15
Integrations
1400
Active Lender Participants
Path to B ->G Automation
Custom Redesign
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.
Impact
15
Integrations
1400
Active Lender Participants
Path to B ->G Automation
Custom Redesign
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U.S. Department of Veterans Affairs (VA)
What once was a multi-step, fully manual process to transmit lender data to the Department of Veteran Affairs (VA), is no more. Our team engaged with the VA to design a revised, one-step process for lenders to send data to the VA. We prototyped and developed mockups for a refreshed lender user interface in addition to ensuring we remain in full compliance 100% of the time.
Impact
~1.25
Loans Originated and Guaranteed Annually
3,800
Lenders/Agents Using VA Applications
Custom Redesign
What once was a multi-step, fully manual process to transmit lender data to the Department of Veteran Affairs (VA), is no more. Our team engaged with the VA to design a revised, one-step process for lenders to send data to the VA. We prototyped and developed mockups for a refreshed lender user interface in addition to ensuring we remain in full compliance 100% of the time.
Impact
~1.25
Loans Originated and Guaranteed Annually
3,800
Lenders/Agents Using VA Applications
Custom Redesign
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U.S. Department of Veterans Affairs (VA)
Modernizing VALERI for VA Loan Guaranty was a tall order. Using industry best practices, we were the gatekeepers of quality for our agile development teams. Utilizing a hybrid approach of manual and automation testing, we were both the check and the balance that our program demanded.
Impact
200+
Features
40+
Integrations
Go-Live Milestone Achieved
Repeat Client
Modernizing VALERI for VA Loan Guaranty was a tall order. Using industry best practices, we were the gatekeepers of quality for our agile development teams. Utilizing a hybrid approach of manual and automation testing, we were both the check and the balance that our program demanded.
Impact
200+
Features
40+
Integrations
Go-Live Milestone Achieved
Repeat Client
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U.S. Department of Veterans Affairs (VA)
When VA Loan Guaranty needed a trusted partner to modernize their loan servicing oversight system (VALERI-R), they relied on us to plan, design, develop and deliver 508 compliant, custom curriculum to thousands of servicing partners and over 350 VA employees. In addition to the Virtual Instructor Led training through Adobe Connect, we partnered with the VA's leadership team to record a series of 10 training modules to ensure new VALERI users had immediate access to critical training. This online training was supplemented with user access to a Salesforce sandbox where users were given hands-on exercises to reinforce the tutorial based training. Finally, we utilized Salesforce Knowledge to create a fully online User Guide which contains hundreds of Knowledge articles for VA and Servicer users. This training was instrumental in successfully releasing VALERI-R to production in 2019.
Impact
350+
VA Employee Users
3000+
Servicer Users
200+
Knowledge Articles
25+
Hours of Training Delivered
When VA Loan Guaranty needed a trusted partner to modernize their loan servicing oversight system (VALERI-R), they relied on us to plan, design, develop and deliver 508 compliant, custom curriculum to thousands of servicing partners and over 350 VA employees. In addition to the Virtual Instructor Led training through Adobe Connect, we partnered with the VA's leadership team to record a series of 10 training modules to ensure new VALERI users had immediate access to critical training. This online training was supplemented with user access to a Salesforce sandbox where users were given hands-on exercises to reinforce the tutorial based training. Finally, we utilized Salesforce Knowledge to create a fully online User Guide which contains hundreds of Knowledge articles for VA and Servicer users. This training was instrumental in successfully releasing VALERI-R to production in 2019.
Impact
350+
VA Employee Users
3000+
Servicer Users
200+
Knowledge Articles
25+
Hours of Training Delivered
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U.S. Department of Agriculture (USDA)
Midway into the USDA implementation of new Guaranteed Underwriting System (GUS), the Agency made a change to intake Fannie Mae Desktop Underwriter MISMO 3.4 v1.8.1 for easier lender and vendor adoption. At this time, Phoenix joined their efforts to handle End to End testing. Our team of experienced User Acceptance Testers (UAT) took the lead to create a testing strategy and plan followed by script writing, defect management, test matrix, executive reporting and gap analysis. Our partnership with Rural Housing Single Family Housing National Office (SFHNO) and the project team turned from End to End testing to full functional story testing. Within a year, we had the new and improved GUS system to Production. In the Phoenix way, we made sure Rural Housing SFHNO had the tools for continued quality UAT for when they would take those reigns.
Impact
900+
Stories
25
Sprints
Go-Live Milestone Hit
15
Integrations
Midway into the USDA implementation of new Guaranteed Underwriting System (GUS), the Agency made a change to intake Fannie Mae Desktop Underwriter MISMO 3.4 v1.8.1 for easier lender and vendor adoption. At this time, Phoenix joined their efforts to handle End to End testing. Our team of experienced User Acceptance Testers (UAT) took the lead to create a testing strategy and plan followed by script writing, defect management, test matrix, executive reporting and gap analysis. Our partnership with Rural Housing Single Family Housing National Office (SFHNO) and the project team turned from End to End testing to full functional story testing. Within a year, we had the new and improved GUS system to Production. In the Phoenix way, we made sure Rural Housing SFHNO had the tools for continued quality UAT for when they would take those reigns.
Impact
900+
Stories
25
Sprints
Go-Live Milestone Hit
15
Integrations
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U.S. Department of Veterans Affairs (VA)
LGY sought our analytics support to gain automated access to end-to-end insights around their program. Given the highly manual loan file review process, only a small subset of closed loans could be reviewed at any given time. PhoenixTeam and our industry partners delivered a pilot initiative to enable API integration with lenders, collect transform and store closing data, execute both business and system rules, provide exception alerts, and build prototype of Dashboard using Microsoft Power BI. We facilitated and led discussions between several companies and divisions within the VA to engage with lenders and LOS systems, provide SAFe and Agile best practices for SDLC, provide industry standards and uncover requirements with business leaders to deliver a pilot system. This pilot enabled future work to automate the UCD file exchange between the VA and their lending community and provide analytical insights.
Impact
Enabled the exchange and storage of Mismo standard UCD data
Rule logic for over 140 rules
Beta dashboard to analyze trends by lender or geography
LGY sought our analytics support to gain automated access to end-to-end insights around their program. Given the highly manual loan file review process, only a small subset of closed loans could be reviewed at any given time. PhoenixTeam and our industry partners delivered a pilot initiative to enable API integration with lenders, collect transform and store closing data, execute both business and system rules, provide exception alerts, and build prototype of Dashboard using Microsoft Power BI. We facilitated and led discussions between several companies and divisions within the VA to engage with lenders and LOS systems, provide SAFe and Agile best practices for SDLC, provide industry standards and uncover requirements with business leaders to deliver a pilot system. This pilot enabled future work to automate the UCD file exchange between the VA and their lending community and provide analytical insights.
Impact
Enabled the exchange and storage of Mismo standard UCD data
Rule logic for over 140 rules
Beta dashboard to analyze trends by lender or geography
