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SELECT
ADVISORY PROGRAM

Banks, Credit Unions, Independent Mortgage Bankers, HFA’s, Vendors, Brokers

Tired of Paying Thousands for a Single Mortgage Consultation? Not Anymore.

BlackFin’s Select on-call advisory gives your mortgage lending team instant

access to the best mortgage lending experts — so you get answers fast, not big invoices.
Sign up now to learn how our Select Advisory Program is driving real results across the Mortgage Industry today.

SAMPLE ADVISORY DISCUSSIONS BELOW

STRATEGY

  • Seeking powerful approaches for increasing revenues, fast?

  • Starting new mortgage company but don’t know where to start?

  • Hunting for key insights when considering a merger or acquisition?

OPERATIONS

  • Need compliance advisory, fast?

  • Exploring a new ‘outsourced’ provider but need a third-party perspective?

  • Craving agency approval (Fannie/Freddie/Ginnie) but want the inside scoop?

TECHNOLOGY

  • Seeking general recommendations/connections at new technology partners?

  • Developing new technology but looking for key advice and coaching?

  • Writing an RFP but want best practices and professional advice?

  • Struggling to go-live on a new LOS and need advice for success?

  • Questions about how to leverage AI, ML, or Bots - to help with the set-up process?

  • Overwhelmed with testing and crave critical test plan insights?

CAPITAL MARKETS

  • Is your compensation plan competitive?

  • Want to know how your secondary execution compares to peers?

  • Searching for better hedging strategies?

  • Need Non-QM or investor recommendations and introductions?

  • Want insights to the top strategies that deliver operational cost savings?

SALES & MARKETING

  • Hungry for valuable advice on how to recruit top Loan Officers?

  • Want winning recommendations for developing a strong purchase money channel?

  • Looking for guidance to stand up a consumer direct team?

With limited internal resources dedicated to compliance, we knew we needed a reliable partner to help us navigate both routine and complex challenges. After a thorough search, we found that Blackfin Group’s Select program was the best fit for our needs. Not only is it cost-effective compared to other options, but the speed and quality of their advice have consistently exceeded our expectations.” — Andy Woodman, Director of Mortgage Lending, Tennessee Valley FCU

“I was introduced to BlackFin when we started our mortgage company and they were invaluable in providing support, consulting and services that were offered using their “Select Program”. It was cost effective and they were always on point! I would highly recommend them to others and we will continue to work closely with BlackFin as we build our company in the future!” — Jeff Toomire, Co-Founder & CEO, Ideal Mortgage, Inc.

What Our Customer Said...

Program: 3 Hours Per Month | On Call Expert Mortgage Advisory Consulting | Any Topic | 12 Months | $5,500. Annual Fee

 


Not sure? Try it for one month at $1,500.

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