0Years
0% average growth for clients
0Clients

World Class

Consulting

Dale’s 34 years in the mortgage industry uniquely qualify him to provide practical, results-oriented solutions specifically designed to dramatically improve company culture, streamline efficiencies and maximize profit.

2527
 

Corporate Mission and Vision

2502
 

Corporate Infrastructure

2529
 

Marketing and Lead Origination

2530
 

Sales Process

2531
 

Operations

2532
 

Staffing and Recruiting

2533
 

Compensation and Incentives

2534
 

Profit/Loss Review

Process

 
Analyze
Identify key metrics in culture, performance, production and profitability.
Observe
Determine strengths, deficiencies and opportunities in all key business areas.
Evaluate
Engage with key employees and stakeholders to best identify overall needs.
 Recommend
Provide in-depth guidance and direction for improvement in all key areas.
Summarize
Deliver written analysis and action plan with specific and strategic steps for success.

Clients

 
First Internet Bank
Guaranteed Rate
Loan Depot
NASB
New Penn Financial
NLC Loans
Pacific Beneficial
Quicken Loans
Peoples Mortgage Company
Reliance First Capital
Skyline Home Loans
TruHome Solutions
Wyndham Capital Mortgage
Southwest Direct Mortgage
BBNC Mortgage
Cross Country Mortgage
Lenders One
Planet Home Lending
See List