Primary Services
Custom Operations Training & Development
Training programs can be difficult and time-consuming to design and lead, or worse yet, expensive to buy. Don’t reinvent the wheel; utilize tools developed and proven to provide success. All training programs can be customized to fit each team’s individual needs! Benefit from:
– Real Estate Agents gaining knowledge on various lending programs so more contracts are accepted
– Internal operational development for all departments from Jr. Processing through Post-Closing
– Increased individual development amongst Underwriting (i.e., continuing education and delegation training)
Post-Closing Remediation Process Development
Ensuring loans do not exceed the risk threshold is most important but, things do happen. Obtain help in customizing and trending post-closing deficiencies to help save your team/company money while remaining competitive in the products offered. We can assist with:
– Agency Deficiency/PETR remediation & response tips
– Trend analysis to continue future improvement and decrease losses
– Develop training for staff (including QC and Audit) to help catch problems before they begin
Credit Risk Policy & Procedure Review & Overhaul
Constant review and upkeep of your company’s credit risk policies and/or procedures is important, but time consuming! External expertise can:
– Provide a new set of eyes with a fresh perspective
– Assist in bridging the gap to provide buy-in from sales AND ops
– Ensure current & sound advice so each team can choose their own “risk appetite”
– Provide professional writing skills to help cut overhead, especially when starting to build a new group or company
Product/Project Management Assistance
Staying current and competative by offering a large suite of products is important, but rolling out new concepts can be difficult. Let MATC guide you by:
– Ensuring Sr. Management/Leadership understands the risks & rewards of the program(s)
– Compiling & providing training for sales AND ops (before the program is live so you can lend with confidence)
– Offering LOS/IT controls to help automate workflows and decrease errors
– Develop fast, complete product rollout procedures
Vendor SOW Review
Vendor management skills are important and required to be compliant. MATC has years of experience to aid in:
– Reviewing current SOWs (statements of work)
– Renegotiation of SOWs to cut costs when needed
– Future expenditure planning
– Budget management assistance to ensure your team is spending wisely – getting the most bang for your buck
LOS Customization
Loan origination software (LOS) is integral in running any cost-effective team/organization. MATC will help:
– Bridge the gap between IT and Production
– Provide recommendations to enhance and customize the LOS based upon products offered, trend analysis and ease of use for sales and operations staff
– Training for customizations implemented
Team Review & Grading
Having the right team members in the right positions can make all the difference in maintaining your organization’s budget while retaining talent. Allow us to assist in:
– Objective observation of staff including skill set, work-flow, productivity, and placement
– Interactive disscussions with both management and staff to gain insight into where productivity AND job satisfaction can intersect
– Develop a customized grading system for your organization, allowing for easy to replicate processes to be implemented