Strategy Technology
Home Loans Strategic Review Assessment
After the mortgage industry experienced record-breaking growth in production, the Client sought to streamline their end-to-end mortgage processes with the hopes of doubling their application capacity and increasing both their client and Financial Advisor (FA) experiences. In order to increase capacity, the Client had to address a negative perception from the FA network that the mortgage process was unreliable and negatively impacted customer experience. In response, the Client put together a comprehensive strategic plan that hoped to address process improvements across each stage of the loan origination cycle. Given the complexity and magnitude of the strategic plan, the Client requested the support of Reference Point to review the plan’s effectiveness to ensure its solutions could meet their desired outcomes.
Sample Case Studies
Home Loans Strategic Review Assessment
Design & Implement Operating Model to Achieve Optimal Merger Integration
Leverage Quantitative Decision-Making to Evaluate Integration Readiness
Leverage Enterprise Data for Operational Intelligence & Analytics
Drive Project Portfolios to Achieve Strategic Objectives
End-to-End Services, Working Together.
Strategy. Risk. Data. Technology. Reference Point evaluates critical elements all together to build cohesive, lasting value for financial services clients.