I can help you with the following services:

• Lending origination strategy

• AI strategy for assessment

• Lending process re-design, end to end.

• Removing manual processes

• Market scan of lending origination tech providers

• Choosing third party partners for your lending journey - everything from the main platform to services integrated during the journey.

• Developing an RFP to select your tech partners

• Business requirements to develop the platform

• Origination platform design (end to end) and how it practically works with your brokers, customers and internal teams.

• Automation to improve efficiency, reduce FTE and other costs.

• Development of business rules and decisioning rules to automate the process

• Data mapping through the process and to your Core or BDW for reporting.

• Delivery of new origination platform or new functionality

• Orchestration of the complete journey and how all parts of the process and different functionality work together.

• Launch and roll-out strategy

I will work collaboratively with you to help you make the right decisions for your business and shape and deliver programs of work that make a difference. I am available for short or long consulting engagements - to help you on your way.