General Mortgage Banking Business Consulting | BlackFin Group

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Where banks, credit unions, mortgage bankers go for lending experts, insights, and services.

BlackFin's umbrella of complimentary services and expertise makes us a valuable and trusted business partner to your lending success.

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BlackFin specializes in all aspects of the lending industry. Our seasoned consulting experts, aren't just advisors - they've lived in your shoes. They know what is needed to ensure success. Our team of consulting experts will roll up their sleeves and help you achieve successful execution on your key strategies or project delivery. We bring the knowledge, skills, experience, best practices, methodologies, frameworks, and strategies so you don't have to figure it out as you go. We empower you and your team so you can achieve faster ROI on your critical initiatives. Our Clients include national, regional, state, and community - banks, credit unions, and independent mortgage bankers. While nobody can be perfect, we're proud that our customer satisfaction rate is 95%.

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CONSULTING OVERVIEW

Bussinessman in Modern Office

Business Reviews
Strategic Planning
Blockchain Roadmap
AI Strategy & Implementation
Strategy Oversight
Market Analysis & Reports
Business Transformation
Change Management
KPI/ROI/CBA Reporting & Modeling
Continuous Improvement (OODA Loops)
Project Management (PMO)
Program Management (PgMP)
Project Portfolio Management
Mergers, Acquisitions, & Divestitures
Focus Groups

Business Meeting

Policies
Process
Procedures
Job Aids
Secondary
Process Improvement
Business Process Analysis (BPA)
Business Process Management (BPM)
Staffing Analysis & Forecasting
Skills Assessments
Business Continuity Planning
Crisis Management Coaching
Operation Optimization/Excellence
Tech Investment Advisory
CUX Review & Strategic Planning
Compliance | Compliance Configuration

STRATEGY

OPERATIONS

TECHNOLOGY

Tablet

Digital Mortgage & Digital Transformation
RFI/RFP Best Practice & Frameworks
e-Mortgage | Path to Paperless
Maximize ROI in Tech (Drive Utilization)
RPA - Robotics Process Automation
Machine Learning
Agile/Scrum, Waterfall, & Hybrid Frameworks
Collaboration Platforms
Imaging - Plan & Implementation
CRM Selection & Implementation
POS Selection & Implementation
LOS Selection & Implementation
Vendor Management Restructuring
Vendor Selection
Technical Infrastructure
Cloud Strategy & Web Services

SALES

green papers

Competitive Analyses
GTM Launch of New Products
New Revenue Strategies, Design/Implement
Sales Optimization
CRM Strategies, Frameworks & Management
POS Optimization/Review & Recommendations
Product Development
Sales Leadership & Coaching
Product Development/Market Research
CUX Review & Strategic Planning

ORGANIZATIONAL DEVELOPMENT

doing work together

Change Management
Internal/Staff Focus Groups
Staffing Analysis & Forecasting
Compensation Planning
Training to Maximize Productivity
Onboarding Effectively
Skills Assessments
Resource Reallocation
RIF Strategic Planning

SECURITY, REGULATORY, DATA MANAGEMENT

Courthouse

Compliance & Configuration
Disaster Recovery Planning
Data Analytics
Data Governance
Data Base Management
Data Protection & Privacy
Data Breach Readiness & Management
Sarbanes-Oxley (SOX) Compliance
Security Frameworks

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