Mortgage Advisory Partners

Mortgage Advisory Partners

Financial Services

Newport Coast , California 982 followers

Expert analysis. Strategic direction.

About us

Mortgage Advisory Partners (MAP) is a mortgage consultancy group based out of Newport Coast, California and Dallas, Texas that works with executive leadership to develop strategies to assist mortgage-related companies with navigating the challenges of operating and growing their businesses by identifying opportunities to optimize their value. MAP’s focus is on the mortgage industry including mortgage bankers, mortgage brokers, banks, home builders and Realtors to improve their mortgage-related businesses. Key areas of focus for the consultancy include: • Strategic planning to help maximize profits • Granular financial and operation analysis • Financial planning, management report development and proforma generation outsourcing • Production channel and joint venture optimization • Talent assessment, support and acquisition • Mergers & Acquisitions and monetization strategic support • Major Project Execution to include playbooks for JV's, vendor implementations and due diligence. • Sales and Operational Training and Development Programs • COE and PMO builds and governance (project, product, portfolio) • Facilitate Leadership strategy planning sessions • Product adoption/utilization strategies • Business Transformation prioritization and delivery

Industry
Financial Services
Company size
2-10 employees
Headquarters
Newport Coast , California
Type
Privately Held
Founded
2021
Specialties
Strategic Planning, Financial Planning, Financial & Operation Analysis, Management Report Development, Proforma Generation Outsourcing, Production Channel Optimization, Joint Venture Optimization, Talent Assessment, Talent Support, Talent Acquisition, Mergers & Acquisitions, Monetization Strategic Support, project management office, Training Programs, and Portfilio Delivery

Locations

Employees at Mortgage Advisory Partners

Updates

  • 🚨 This Friday on WeeklyroadMAP! 🚨 Join us for an inspiring and insight-packed session with Eddy Perez, CEO of Equity Prime Mortgage (EPM)! Eddy’s journey, from his father’s courageous immigration story to his leadership in the mortgage industry, highlights the resilience, opportunity, and empowerment that make up the American Dream. Date: Friday, November 1, 2024 Time: 9:00 am Pacific time Zoom: https://hubs.li/Q02W4N1D0 Eddy will dive into key topics to help you succeed in today’s market: ✨ Market Perspectives & Predictions for 2025: Gain insight into where the market is heading and how to prepare ✨ Strategies for Success: Learn specific tactics Eddy sees driving results for his clients and how you can apply them ✨ Empowering the Next Generation of Homeowners: Explore EPM’s commitment to equal opportunity in homeownership With a focus on market foresight and hands-on tactics, Eddy brings a wealth of experience and actionable advice to our session. Don’t miss this chance to learn from a leader who’s transforming the home-buying experience and helping others find success along the way! 📅 Friday on WeeklyroadMAP – Get ready to tune in, be inspired, and empower your journey forward! #Empowerment #WeeklyroadMAP #guestspeaker

  • Are you prepared for next week's potential market shake-up? Brace yourself as upcoming jobs data, elections, and Fed announcements could bring more rate fluctuations—and big opportunities for your clients! 🔗 Newsletter Subscribe Here: https://hubs.li/Q02V_w0G0 📰 Article:  https://hubs.li/Q02V_vJ40 "November Volatility Shows Up Early And Next Week Could Be Even Crazier" Summary: This past week saw mortgage rates spike significantly higher than anticipated, leaving analysts speculating on causes, from election factors to market positioning. Rates experienced a slight pullback midweek but remain historically elevated. With the upcoming jobs report, elections, and Fed rate announcement, the potential for further rate volatility looms large. Key Points: 1.Mortgage rates rose sharply early in the week, surprising analysts with limited clear provocation. 2.Midweek recovery was minimal, and rates remain high, with further volatility expected due to imminent economic events. 3.Upcoming jobs data, elections, and Fed announcements are critical factors that could impact future mortgage rate movements. 🗺️ Explore WeeklyroadMAP FREE through the end of the year: https://hubs.li/Q02V_v8m0 🔗 Stay Connected: 📸 Follow on Instagram – https://hubs.li/Q02V_vvX0 🏠 Visit Mortgage Advisory Partners - https://hubs.li/Q02V_w4m0 💼 MAP Resources - https://hubs.li/Q02V_vZV0 #WeeklyroadMAP #MAP #MortgageUpdate #StayInTheKnow #MortgageRates #HousingMarket

  • Brian Hale will be attending the MBA’s Annual Convention and Expo (October 27-30) at the Colorado Convention Center in Denver—a can’t-miss event for everyone in single-family real estate finance. With a packed lineup of top industry speakers, networking opportunities, cutting-edge tech demos, and direct access to government and industry leaders, this is the place to be if you’re serious about advancing your business. Interested in connecting with Brian to discuss strategies, insights, or simply to expand your network? Schedule a meeting to dive into the industry’s latest trends and how to leverage them for growth. Reach out directly at: 📧 bhale@mortgageap.com #MBAAnnual24 #Networking #RealEstateFinance #DenverEvents #MortgageIndustry

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  • Are you and your referral partners prepared to gain the latest insights on the NAR settlement and compliance changes, ensuring everyone has the edge needed to increase production? Join us for a FREE call with Laura LaRaia, where you and your referral partners will gain the latest insights on the NAR settlement and compliance changes, ensuring everyone has the edge needed to increase production. Don’t forget to save the Zoom link to your calendars! 📅 Date: Friday, October 25th 🕒 Time: 9:00am Pacific 🔗 Zoom Link: https://hubs.li/Q02VfwBG0 Key topics: ✴️Breaking Down the NAR Settlement Laura will dive into the ongoing NAR settlement, a hot topic in the industry right now. She’ll answer common questions and provide updates, especially after attending the MBA Regulatory Compliance session in D.C. ✴️CFPB’s New Approach: Changing Laws Through Blog Posts Laura will discuss how the CFPB is reshaping regulations through blog posts and informal updates. She’ll explain what this means for your day-to-day operations and how to stay compliant as these changes roll out. ✴️Upcoming ROV Changes and New Disclosure Requirements With new regulations on Reconsideration of Value (ROV) taking effect on 10/31, Laura will outline what loan officers need to know about the latest disclosures, procedures, and policies to stay on top of these changes. ✴️Addressing MLO Compensation and Other Regulatory Concerns Laura will touch on common questions surrounding MLO compensation and other pressing legal or regulatory issues that loan officers are facing today. She’ll share insights from the field and offer guidance on navigating these challenges. Join WeeklyroadMAP today to automatically secure your spot in these valuable weekly calls and unlock access to a vibrant community of mortgage professionals! 🗺️ Explore WeeklyroadMAP: https://hubs.li/Q02Vfxm90 #WeeklyroadMAP #MAP #Guestspeaker #LauraLaRaia #compliance #seeyouontheroad

  • Are you prepared for the potential mortgage rate volatility coming in November? 🔗 Newsletter Subscribe Here: https://hubs.ly/Q02V29840 📰 Article:  https://hubs.ly/Q02V27vR0 FREE CONTENT: ➡️ WeeklyroadMAP Recording with Tony Thompson (10/18/24): https://hubs.ly/Q02V27R60 ➡️ WeeklyroadMAP Presentation (10/18/24): https://hubs.ly/Q02V25yt0 Summary: Mortgage rates have remained relatively steady in the past week, despite concerns about rising rates, following a significant jobs report earlier this month. However, high volatility is expected in early November due to major market events such as a jobs report, the Fed's next rate decision, and potential political shifts post-election. The current calm may not last, as big movements in mortgage rates could occur in the near future. Key Points: 📈 Steady Rates: Mortgage rates remained stable last week after earlier rate hikes from jobs data. ⚠️ November Volatility: Upcoming events, including the Fed decision and election aftermath, could lead to significant rate changes. 🔍 Watch the Market: Mortgage professionals should monitor rates closely as volatility potential increases in the coming weeks. 🗺️ Explore WeeklyroadMAP: https://hubs.ly/Q02V28xS0 🔗 Stay Connected: 📸 Follow on Instagram – https://hubs.ly/Q02V27S60 🏠 Visit Mortgage Advisory Partners - https://hubs.ly/Q02V1-2H0 💼 MAP Resources - https://hubs.ly/Q02V28Tn0 #WeeklyroadMAP #MAP #MortgageUpdate #StayInTheKnow #MortgageRates #HousingMarket

  • 📣 Don’t miss out! WeeklyroadMAP is sponsoring the Omnia Terrace Party at NAMB National in Las Vegas, and we’re giving away 25 VIP tickets! Want a chance to join us? Come find us at the conference - the first 25 people will be added to the VIP List and will be entered into the AirPods drawing. At the party, don’t forget to: 1️⃣ Stop by our cabana 2️⃣ Bring your business card to enter our drawing for a chance to win 1 of 10 sets of the latest Apple AirPods (limit one entry per person) Event Details 📅 Saturday, October 19th at 7pm 📍 Omnia Terrace Party at NAMB National What happens in Vegas...makes an impact on your business. Let’s connect and win big!

  • Did you know that over 60% of homebuyers are minorities? Learn how you can tap into this growing market and grow your business by serving a more diverse client base! This Friday, we’re excited to have J. Tony Thompson, CMB, Founder & CEO of NAMMBA, on our WeeklyroadMAP call! With over 15 years of leadership experience and a passion for empowering the next generation of mortgage professionals, Tony will share the strategies that have transformed teams across the industry. Mortgage pros, this is your chance to learn directly from a trailblazer—don’t miss out! Event Details 📅 Friday, October 18th at 9am (Pacific) 📍 Zoom: https://hubs.ly/Q02TFRdb0 🗺️ Explore WeeklyroadMAP: https://hubs.ly/Q02TFFmb0 🔗 Stay Connected: 📸 Follow us on Instagram – https://hubs.ly/Q02TFRL50 Ready to level up? 👊 What’s one game-changing strategy you’re missing from your playbook? #weeklyroadmap #mortgageadvisorypartners #guestspeaker #tonythompson

  • What’s the secret to building a high-performance mortgage sales team? This Friday, we’re excited to have J. Tony Thompson, CMB, Founder & CEO of NAMMBA, on our WeeklyroadMAP call! With over 15 years of leadership experience and a passion for empowering the next generation of mortgage professionals, Tony will share the strategies that have transformed teams across the industry. Mortgage pros, this is your chance to learn directly from a trailblazer—don’t miss out! Event Details 📅 Friday, October 18th at 9am (Pacific) 📍 Zoom: https://hubs.li/Q02Tn2_R0 Tony will also be attending the NAMB Conference, and if you’re going, submit the entry form for a chance to win a ticket to the Omnia Terrace party on Saturday, October 19th! Click HERE: https://hubs.li/Q02Tn2-W0 Ready to level up? 👊 What’s one game-changing strategy you’re missing from your playbook? #weeklyroadmap #mortgageadvisorypartners #guestspeaker #tonythompson

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  • Confused by the recent mortgage rate hikes after the Fed's rate cut? You're not alone, but the explanation is simpler than you might think. 🔗 Newsletter Subscribe Here: https://hubs.li/Q02TcqHc0 📰 Article:  https://hubs.li/Q02TctXk0 "Lots of Confusion About Recent Rate Movement. Let's Clear it up" Summary: Despite the Fed cutting rates in mid-September, mortgage rates have continued to rise. This increase is not directly tied to the Fed's actions but rather influenced by recent economic data, such as the stronger-than-expected jobs report. The current outlook suggests it will take more substantial economic shifts, particularly in the labor market, to bring rates back down. Key Points: The Fed's rate cut in September didn't cause the recent spike in mortgage rates; other economic factors, like the jobs report, played a larger role. Mortgage rates were already drifting higher before the jobs report, which accelerated the increase. It will take significant economic data, especially weakening labor market indicators, to lower rates again. 🗺️ Explore WeeklyroadMAP: https://hubs.li/Q02TcqLW0 🔗 Stay Connected: 📸 Follow us on Instagram – https://hubs.li/Q02TcrGw0 🆓FREE RESOURCES: Presentation Deck: https://hubs.li/Q02TcrdB0 Recording 10.11.24: https://hubs.li/Q02Tcsks0 #WeeklyroadMAP #MAP #MortgageUpdate #StayInTheKnow #MortgageRates #HousingMarket

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    982 followers

    📣 Don’t miss out! WeeklyroadMAP is sponsoring the Omnia Terrace Party at NAMB National in Las Vegas, and we’re giving away 40 VIP tickets! 🎟️ Want a chance to join us? Enter using our form for a shot at winning a spot on the guest list! Click HERE: https://hubs.li/Q02Tb1cl0 At the party, don’t forget to: 1️⃣ Stop by our cabana 2️⃣ Bring your business card to enter our drawing for a chance to win 1 of 10 sets of the latest Apple AirPods (limit one entry per person; entries collected at the party only). 🎉 Winners of the Omnia Terrace Party will be announced on the WeeklyroadMAP call on Friday, October 18th at 9 a.m. Pacific. Don’t miss the call to find out if you're going to the best party at NAMB National. By submitting the entry form, you’ll also get access to the call—an email with details will be sent. Event Details 📅 Saturday, October 19th 📍 Omnia Terrace Party at NAMB National What happens in Vegas...makes an impact on your business. Let’s connect and win big! #weeklyroadmap #mortgageadvisorypartners #nambnatl2024 #nn24

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