Consolidated Analytics Consulting & Advisory: System Selection, Implementation & Optimization
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Consolidated Analytics provides a comprehensive suite of mortgage services, offering expertise in asset-to-enterprise valuation, due diligence, and technology implementation. Founded in 1996 and expanding through various acquisitions, the company aims to enhance client outcomes by leveraging industry insights and technology innovations. Their multidisciplinary team focuses on ensuring effective system implementation, compliance, and operational readiness across the mortgage value chain.
Consolidated Analytics Consulting & Advisory: System Selection, Implementation & Optimization
- 1. ACTIVATING PERFORMANCE FROM ASSET-TO-ENTERPRISE Valuation Services & Analytics | Due Diligence |Business Process Services | Consulting & Advisory ACTIVATING MORTAGE TECH PERFORMANCE SYSTEM SELECTION, IMPLEMENTATION & OPTIMIZATION
- 2. 1996 • Consolidated Analytics founded as Standard Analytics • Exists as an Appraisal Management Company (AMC) • Brian Gehl acquires a controlling interest • Company renamed Consolidated Analytics 2009 2013 • Arvin Wijay acquires partnership interest • Launches due diligence operation • Acquires Operational Excellence Now (OpExNow) • Delivers strategic advisory and consulting to clients 2015 2017 • Acquires Equitable Mortgage Solutions • Joe Andrea and Rudy Zabran join company to drive solution development • Launch component servicing • Acquires Carrington Property Services • Approved by all major rating agencies • Builds custom client DD platform • Adds Post-close QC/ Audit COMPANY HISTORY From Appraisal Management to Full-Scope Mortgage Solutions 2018-Current
- 3. IMPLEMENTATION PHILOSOPHY We take learnings and knowledge from first-hand lending, servicing and technology implementation experience and overlay end-user, industry, digital, and market trends to ensure our clients maximize their technology investments. Technology Experience Improve predictability, quality, efficiency, scalability, and cost- containment by optimizing automation and improving process design. End-use Training End-user awareness leads to end- user adoption. We ensure employees and/or customers can effectively and intuitively navigate their system(s) and can easily access resources for support. Mortgage Lender/Servicer Help lenders and servicers navigate the complexities, logistics and financial risks involved in selecting and implementing systems. . Trend Tracking Remain in-the-know and quickly embrace relevant industry, compliance, market, and tech trends impacting the client and its customers.
- 4. SYSTEM IMPLEMENTATION OVERVIEW A comprehensive and executable technology strategy for point-of-sale, servicing, and loan origination platforms. We apply these skills for both initial implementation and optimization projects. Configuration & Custom CodingDiscovery and Selection Support strategic planning, system analysis, GAP analysis, vendor vetting, system selection, contracting, and negotiation. Train and Communicate Our comprehensive training and communication strategies ensure your users are knowledgeable and productive on day 1, and ongoing after launch. Business/Project Planning Identify and define internal and external resources, tools, staff and skills needs. Organize and structure a skilled project team and structure. Testing and Deployment Provide system integration (SIT) and user acceptance (UAT) testing; implement and roll out system; and create operational readiness plans to reduce risk and ensure success. Deep Talent Pool Executable Solutions Unparalleled industry experience Define business/platform architecture needs; develop project roadmap and tracking; and document systems and processes. Resource Development Set up core system parameters; define workflow and reporting requirements; and implement system interfaces, rules and controls.
- 5. Multi-system & Technology Expertise Our team has experience across a range of mortgage technologies including: Point-of-Sale, B2B Apps, Loan Origination (LOS), Servicing, Optical Character Recognition (OCR), Robotics Process Automation (RPA), Automatic Data Relay (ADR), on-premise or cloud-based platforms, custom coding, third-party integrations, and application development/ deployment. 15+ Years in Industry Experience in retail /mortgage loan origination, products, prequal, processing and underwriting/QC through post-close and secondary execution, mortgage servicing, capital markets, and more. System/Operations Interaction We bring together technical, automation, digital, and business experts with operations and workflow experts enable seamless and timely execution that translates to cost-savings across the organization. Combined Methodologies Compliance Focused Our teams monitor federal, state, and local regulation impacting systems to ensure support for time-sensitive system customizations, testing, compliance change management, technical documentation, policies and procedures, and re-training. TEAM QUALIFICATIONS From project management through custom development, we hire the best, brightest, and most experienced in the industry. Our teams combine Lean Six Sigma and Agile principles with project management practices and proprietary methodologies to develop an effective, measurable, and executable implementation or optimization approach.
- 6. Training We deliver client- branded tools, training, and documentation to ensure successful user adoption and buy-in. Options include on-site, web-based, interactive, and more. Site Prep Plan Work Migration Plan We collaborate with clients to develop strategies to help transition from old to new processes and/or systems, including data repository, people, and responsibilities. Communications We identify IT, workspace, resource and other requirements needed for successful roll out. Go/No-Go Pre-Flight We develop a business readiness implementation plan identifying risks, issues, test plan, and metric tracking. We formalize a plan as part of policies and procedures. OPERATIONAL NEEDS Loan Origination System We work with clients to ensure system, compliance and policy changes are clearly communicated across the organization. We also help put in place issue resolution/triage and escalation programs. Our advisory and consulting goes beyond the technical requirements to ensure your organization is operationally prepared.
- 7. ABOUT US Relentlessly driven toward outcomes Multidisciplinary team of subject matter experts Client-focused innovation & advancement Pair process, technology, and consulting expertise with thoughtful, intelligent business solutions
- 8. About Consolidated Analytics Consolidated Analytics provides the real estate finance industry with an end-to-end mortgage services platform that delivers value to its customers, from asset-level analyses through enterprise optimization. By harnessing the power of data and technology –and by tapping into the expert insights of our multidisciplinary team— we help forward-thinking companies unlock loan and operational quality, efficiency and performance. Consolidated Analytics serves clients in mortgage lending, servicing, and capital markets. Its solutions span across the mortgage value chain and include due diligence, valuation services & analytics, business process services, consulting & advisory ABOUT US
- 9. A FEW WORDS FROM OUR CEO Consolidated Analytics delivers value to its customers, from asset-level analyses through enterprise-wide optimization. We recognize that mortgage and financial solutions requires a balance of strategy, expertise, discipline, tech-enablement, and execution; it’s not enough to just provide a service. Our mortgage solutions platform is led by a multidisciplinary team of industry practitioners, innovators, and entrepreneurs. We develop solutions with the client in mind, delivering greater insights and transparency, increasing quality, enhancing productivity and performance, generating cost savings, and optimizing operations. - Arvin Wijay, Chief Executive Officer How We Work
- 10. Arvin Wijay Chief Executive Officer • 20+ years in mortgage banking industry • Executive leadership experience across mortgage lifecycle at highly respected and reputable institutions • Founded Retreat Capital (sold 2013) to global consulting firm Joe Andrea President • Responsible for business development and strategic marketing initiatives • 20+ years in executive leadership within mortgage industry • Founding Partner of due diligence firm Opus CMC (sold to global consulting firm in 2014) Brian Gehl President • Executive leadership at Consolidated Analytics 2009 – present. • Founding Partner CommCo Credit (sold 2005) and Priority Staffing (sold 2009) • Driving business development and corporate strategy Rudy Zabran Chief Revenue Officer • 18+ years driving mortgage business & sales ops • Co-founded due diligence services firm Opus CMC (sold to global consulting firm in 2014) • Previously global head of mortgage solution sales for top 3 Indian tech and BPO company, Wipro EXECUTIVE LEADERSHIP Mike Jones Chief Financial Officer • 16 years mortgage banking and finance • Held executive leadership at mortgage institutions for past decade • Diverse background including leading fintech information systems teams Dana Gross SVP, Head of Human Resources • 20 years HR leadership experience • 15+ years as corporate training executive • Oversees full-service HR department and develops advisory and consulting solutions related to mortgage industry training programs Led by industry executives, operations experts, and inspiring entrepreneurs.
- 11. Division President, Advisory • 30+ yrs. executive leadership • Former COO at Vericrest a/k/a Caliber Home Loans, SVP at companies such as Saxon Mortgage, Aurora Loan Services, and Select Portfolio Services Steve Faulkner, CPA David Dill Senior Vice President • 40+ years of executive leadership • Formerly COO at Supreme Lending, EVP and Senior Managing Director at Stonegate/Homepoint, Senior Director at Treliant, Senior Managing Director Newbold, President and CEO at Saxon Michael Celenza Senior Vice President • 34+ years of executive leadership • Former Head of Consulting at Digital Risk, Founding Member at Buckley Management Advisors, Former President of Planet Home Lending Experts in financial services and mortgage operations, technology, transformation, business, regulation, and training CONSULTING LEADERSHIP • 20+ years of industry expertise • Oversight and management of multiple technologies • Ran Project Management 5 yrs • Extensive background in mortgage servicing and origination disciplines • Served as Nuclear Weapons Specialist for the Navy Senior Systems Consultant Robert Westberg
- 12. TX Operations 6100 Tennyson Pkwy Plano, TX 75024 www.consolidatedanalytics.com| (800) 320-9490 CA Headquarters 1500 S. Douglass Rd. Suite 110B Anaheim, CA 92806