Technology Services

There are hundreds of technology options to choose from in the mortgage industry. A solid technology platform that scales a mortgage operation is often the difference between a profitable and an unprofitable firm. MarketWise Advisors, LLC takes a proactive approach in understanding the current technology landscape and then practically leveraging new technology. People, process and technology must work together to maximize productivity. There are several programs that MarketWise has developed to move forward and increase profitability.

Services Overview:

Technology Assessment

MarketWise clients often find it very helpful to establish a performance benchmark for technology utilization. In order to establish performance benchmarks, MarketWise will provide a roadmap of vendors/software firms with all integration points. This assessment provides the data necessary to identify organizational chokepoints and areas of potential improvement.

Technology Selection

Mortgage software industry veterans are available to work with business users to determine their needs. Once the needs assessment is completed, a request for proposal is developed which outlines all of the key issues and functional requirements. MarketWise is available to manage all aspects of the vendor selection process. A formal vendor selection process and analysis is highly recommended with a significant change in technology (origination system, imaging system, secondary marketing or servicing platform).

Implementation Services

The most important element of any software selection is its implementation on a timely basis. MarketWise has seasoned mortgage software project managers available to help implement systems. On-site project management is coupled with executive managers from MarketWise that manage the overall delivery process to the client. MarketWise will dedicate resources, at client request, to provide a full-time focused effort to complete technology implementations.

Other Services

• Best Practices Evaluation
• Performance Benchmarking System Use
• SAS 70 Project Management