We Speak Mortgage

The mortgage industry has a language of its own. In order to successfully assist mortgage clients in the mortgage industry, a consulting firm needs to understand this language and be cognizant of the industry’s ever-changing landscape. Some consultants simply tell you what to do and then analyze/critique how you do it. However, we take our analysis a step further, by rolling up our sleeves and implementing our suggestions with you. Our goal is to understand your business model, provide insight based on our experiences, and work with right beside you put improved processes in place.

Our years of experience have taught us there is no substitute for hard work and dedication. Our mortgage consulting group works closely with yours to ensure we bring your company to the next level. The matchbox team is a collection of experienced mortgage bankers. With over 300 engagements under our belt, we have a diverse extensive, and unmatched level of mortgage banking experience.

We speak mortgage!

Operational Consulting Offerings

  • Operational Workflow Review
  • Secondary Execution Review


Secondary Consulting Offerings

  • Agency Approvals
  • Conversion from Best Efforts to Mandatory
  • Conversion from Servicing Released to Servicing Retained
  • Investor/Warehouse Management
  • Margin Management & Financial Modeling
  • Secondary Execution Profitability Reviews
  • Loan Officer Compensation Review


Encompass Consulting

  • Full Technology and Mortgage Systems Analysis
  • Loan Origination System Implementation
  • Loan Origination System Utilization analysis
  • Conversion to Paperless Environment
  • Operational System Controls analysis
  • Library of Encompass 360 Custom Forms


matchbox University

  • Customized Training Offerings
  • New Hire Training Sessions
  • Mortgage Process and System Training for Employees
  • Mortgage Process and System Training for Clients
  • Customized Certification Programs