Mortgage Advisory Partners

Mortgage Advisory Partners

金融服务

Newport Coast ,California 999 位关注者

Expert analysis. Strategic direction.

关于我们

Mortgage Advisory Partners (MAP) is a mortgage consultancy group based out of Newport Coast, California and Dallas, Texas that works with executive leadership to develop strategies to assist mortgage-related companies with navigating the challenges of operating and growing their businesses by identifying opportunities to optimize their value. MAP’s focus is on the mortgage industry including mortgage bankers, mortgage brokers, banks, home builders and Realtors to improve their mortgage-related businesses. Key areas of focus for the consultancy include: ? Strategic planning to help maximize profits ? Granular financial and operation analysis ? Financial planning, management report development and proforma generation outsourcing ? Production channel and joint venture optimization ? Talent assessment, support and acquisition ? Mergers & Acquisitions and monetization strategic support ? Major Project Execution to include playbooks for JV's, vendor implementations and due diligence. ? Sales and Operational Training and Development Programs ? COE and PMO builds and governance (project, product, portfolio) ? Facilitate Leadership strategy planning sessions ? Product adoption/utilization strategies ? Business Transformation prioritization and delivery

网站
https://www.mortgageap.com/
所属行业
金融服务
规模
2-10 人
总部
Newport Coast ,California
类型
私人持股
创立
2021
领域
Strategic Planning、Financial Planning、Financial & Operation Analysis、Management Report Development、Proforma Generation Outsourcing、Production Channel Optimization、Joint Venture Optimization、Talent Assessment、Talent Support、Talent Acquisition、Mergers & Acquisitions、Monetization Strategic Support、project management office、Training Programs和Portfilio Delivery

地点

Mortgage Advisory Partners员工

动态

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    999 位关注者

    What’s the secret to standout marketing in the mortgage industry? We’re thrilled to announce that @Robin Clayton, a marketing powerhouse in the mortgage world, will be joining us as this week’s guest on #WeeklyroadMAP! ?? When: This Friday, November 22, 2024 ? Time: 9:00 AM Pacific Time ?? Where: https://hubs.li/Q02YSlhf0 Robin will be diving into: ?? Leveraging digital marketing, social media, and video to grow your brand. ?? Mastering CRMs, reputation management, and vendor relationships. ?? Staying ahead with technology, future trends, and authentic, empathetic content. Don’t miss this chance to learn from a true expert in the field! Bring your questions and join us for what promises to be an insightful conversation. ?? This free webinar is your chance to experience just one of the many value-packed sessions WeeklyroadMAP offers—don’t miss out! #WeeklyroadMAP #MortgageAdvisoryPartners #MarketingExcellence #MortgageIndustry #GuestSpeaker

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    999 位关注者

    What if you could have a sales coach at your fingertips—anytime, anywhere? ?? For Our Members: Did you know WeeklyroadMAP has its very own app? ?? Download the app today and access exclusive resources, expert advice from Brian Hale, recorded calls, sales decks, and so much more—right at your fingertips! Just log in and start exploring. ?? Get it now: Head to the Links section in the bottom left of your member dashboard or click below! ?? For Future Members: Why wait to transform your business? WeeklyroadMAP is your go-to community for mortgage professionals looking to thrive in today’s market. From actionable strategies to build a $50-$100M purchase business ?? to staying ahead of market trends ??, WeeklyroadMAP is where the best come to grow. ?? Bonus: When you join, you’ll get full access to the app and its benefits. Take your first step toward success today! Already a member? Download the app and log in now! Want in on the action? Start your free trial today! ??? Explore WeeklyroadMAP FREE through the end of the year: https://hubs.li/Q02YMxrC0 ?? Ready to download? Ready to join? See you on the 'Road! App Store Link: https://hubs.li/Q02YMZYK0 Google Play Link: https://hubs.li/Q02YM_PB0 #mortgage #loanoriginator #finance #weeklyroadmap #app

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    999 位关注者

    Are you ready to navigate the changing mortgage rate landscape and turn uncertainty into opportunity for your clients? ?? Newsletter Subscribe Here: https://hubs.ly/Q02Ytpqm0 ?? Article:? https://hubs.ly/Q02YtqLF0 FREE RESOURCES: WeeklyroadMAP Featured Dave Savage & Jeremy Forcier Presentation Deck: https://hubs.ly/Q02YtpmC0 Recording 11.15.24: https://hubs.ly/Q02YtmQR0 "Are Rates Done Freaking Out Yet?" Summary: Mortgage rates have been volatile, rising almost a full percent from their September lows, yet they have managed to avoid breaking through a recent ceiling. While there's cautious optimism about potential rate stabilization, predictions about future movements are uncertain. Rates are closely tied to economic data, particularly inflation, and while there's no immediate indication of a dramatic drop, there's still hope that rates could come down if economic conditions weaken. The Federal Reserve's stance is also key, as officials are weighing whether the economy and inflation require further rate adjustments. Key Points: ?? Mortgage Rate Volatility: Rates jumped nearly 1% from September lows, but have held steady for now. ?? Uncertainty Ahead: Future rate movement is unpredictable; analysts are divided on whether rates will stabilize or continue rising. ?? National Average Mortgage Rates: Current rates are around 7.05% for 30-year fixed, with some minor changes since last week. ?? Economic Data: Recent inflation data isn't strong enough to drive rates lower; monthly inflation still higher than the target. ?? Inflation & Economic Outlook: Inflation needs to fall for lower rates, but economic data this week doesn't strongly suggest that will happen soon. ?? Fed's Position: Federal Reserve officials are cautiously optimistic, but not rushing to make cuts. Inflation remains on their radar. ?? Looking Ahead: Upcoming economic reports, particularly the jobs report in December, will heavily influence future rate decisions. ?? For real-time market insights, join us on WeeklyroadMAP, Fridays at 9 a.m. Pacific Time! ??? Explore WeeklyroadMAP FREE through the end of the year: https://hubs.ly/Q02YtqPn0 ?? Stay Connected: ?? Follow on Instagram – https://hubs.ly/Q02YtmN-0 ?? Visit Mortgage Advisory Partners - https://hubs.ly/Q02YtqLH0 ?? MAP Resources - https://hubs.ly/Q02YtqPp0 #WeeklyroadMAP #MAP #MortgageUpdate #StayInTheKnow #MortgageRates #HousingMarket

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    999 位关注者

    ?? Friday Recap Alert! Missed today’s WeeklyroadMAP call? Here’s what you missed: insider strategies, expert insights, and actionable takeaways to boost your business from the best in the business Dave Savage Jeremy Forcier - CrossCountry Mortgage, Inc. Don’t let FOMO hold you back—catch up now and join us live next week! ?? Recording: https://hubs.li/Q02YqY--0 ?? Deck: https://hubs.li/Q02YqRWv0 Don’t miss out on these game-changing live calls! Join WeeklyroadMAP today to gain exclusive insights, proven strategies, and expert advice that will take your business to the next level. ??? Explore WeeklyroadMAP FREE through the end of the year: https://hubs.li/Q02YqTQ50 #WeeklyroadMAP #MAP #MortgageUpdate #StayInTheKnow #MortgageRates #HousingMarket #TrustEngine

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    999 位关注者

    #ThrowbackThursday to an amazing time at the MBA Annual Convention & Expo in Denver! It’s been two weeks, but I’m still reflecting on the great conversations and connections made. Events like this remind us of the power of a two-way exchange—learning from each other and sharing what we know to elevate our industry. Every interaction added value. A big thank you to everyone who stopped to connect and share insights. Here’s to keeping the conversation going and continuing to build a brighter future together!

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    999 位关注者

    ?? Double the Insight, Double the Impact! ?? We’re thrilled to welcome Dave Savage back to #WeeklyroadMAP, and this time, he’s bringing Jeremy Forcier, Senior Vice President at Cross Country Mortgage, for a powerful joint session on improving your #lead conversion and maximizing your client relationships! Dave Savage, the Mortgage Coach and financial literacy advocate, and Jeremy Forcier, a leading industry expert, will bring their combined knowledge to help you up your game in 2024. Together, they’ll be sharing strategies to turn leads into lifelong clients and boost your loan officer #skills with #actionable advice. ??? Date: November 15, 2024 ?? Time: 9:00am Pacific | 12:00pm Eastern ?? Where: https://hubs.li/Q02Yff190 ?? Ready to elevate your game? Join us for this exclusive session and bring your questions for an unmissable Q&A. #MortgageAdvisoryPartners #WeeklyroadMAP #MariaElenaJaimes #TrustEngine #ConvertLeads #Mortgage

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    999 位关注者

    Thank you, @SarahWheeler and @Housingwire for the opportunity. Brian Hale on how housing will change because of this election by HousingWire Daily https://hubs.li/Q02Y4SPk0 ??? Explore WeeklyroadMAP FREE through the end of the year: https://hubs.li/Q02Y4NwX0 ?? Stay Connected: ?? Follow on Instagram – https://hubs.li/Q02Y4L-L0 ?? Visit Mortgage Advisory Partners - https://hubs.li/Q02Y4NyV0 ?? MAP Resources - https://hubs.li/Q02Y4Zwj0 #WeeklyroadMAP #MAP #MortgageUpdate #StayInTheKnow #MortgageRates #Housingwire

    Brian Hale on how housing will change because of this election by HousingWire Daily

    Brian Hale on how housing will change because of this election by HousingWire Daily

  • 查看Mortgage Advisory Partners的公司主页,图片

    999 位关注者

    Join Us Live with Dave Savage on #WeeklyroadMAP!? ???This Friday! November 15th ?? 9:00am Pacific | 12:00pm Eastern ???Topic:?Converting Leads into Clients ???Where:?https://hubs.li/Q02X-ftn0 ?? Get ready for an engaging session with Dave Savage, a powerhouse in the mortgage industry and financial literacy advocate. With over 1,000 interviews and 15 years of YouTube training for loan officers, Dave has transformed the Mortgage Coach channel into the ultimate resource for mortgage executives. As the co-founder of Mortgage Coach and FirstHome IQ, he’s committed to empowering loan officers to be financial literacy "first responders," ensuring clients receive world-class mortgage advice. Dave’s session will cover proven strategies for converting leads, optimizing databases, and providing impactful mortgage guidance. Don’t miss this chance to learn from a true industry leader!

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    999 位关注者

    How did the recent election and the Fed impact mortgage rates? ?? Newsletter Subscribe Here: https://hubs.li/Q02XG2fq0 ?? Article:? https://hubs.li/Q02XF_L50 "How The Election and The Fed Impacted Rates" Summary: In October, rates climbed as the bond market adjusted to new election probabilities, with a noticeable spike on election night when Treasury yields surged. Although the Fed cut rates, it had minimal effect on longer-term mortgage rates, which continue to be influenced by inflation and Treasury issuance. Key Points: ?? Election night sparked a sharp rise in Treasury yields, impacting mortgage rates. ?? Fed's rate cut had limited effect on mortgage rates as bond markets adjusted independently. ?? Future rates hinge on economic data, inflation, and fiscal policy. ?? For real-time market insights, join us on WeeklyroadMAP, Fridays at 9 a.m. Pacific Time! ??? Explore WeeklyroadMAP FREE through the end of the year: https://hubs.li/Q02XF_Hm0 FREE RESOURCES: WeeklyroadMAP Featured Joe Massey Presentation Deck: https://hubs.li/Q02XF_L60 Recording 11.8.24: https://hubs.li/Q02XF_Hn0 ?? Stay Connected: ?? Follow on Instagram – https://hubs.li/Q02XG0740 ?? Visit Mortgage Advisory Partners - https://hubs.li/Q02XF_Tn0 ?? MAP Resources - https://hubs.li/Q02XG17F0 #WeeklyroadMAP #MAP #MortgageUpdate #StayInTheKnow #MortgageRates #HousingMarket

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    999 位关注者

    ?? DON'T MISS THIS FREE CALL! Today, November 8th, at 9 a.m. Pacific, don’t miss Joe Massey’s return to WeeklyroadMAP! Joe will reveal strategies for building a high-performing mortgage team that lets you enjoy real freedom while your business keeps running smoothly. Mortgage sales pros, save the Zoom link—this is your chance to learn how to create a self-sustaining team. Join us and get ready to elevate your business! ??"How to Build a Team to Increase Your Production" ?? Guest Speaker: Joe Massey ?? Date: Friday, November 8th? ? Time: 9 a.m. Pacific? ?? Zoom Link: https://hubs.li/Q02Xs_X20

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