Consulting

Newbold Consultants define Experience, Applied!

Newbold’s executive staff is aligned by mortgage division and are subject matter experts.

Exposure to numerous clients operating in your business environment gives our consultants a unique understanding of the issues you face – and the set of solutions at hand to solve them.  Each consultant is backed by the entire Newbold team with its direct experience in the business, so you’re hiring the team, not a just set of individual contributors.  Our managing directors oversee every project to be sure you get a result that is consistent with our standards – and yours.

We’ll answer your need, no matter the challenge – here are examples of the challenges we face with clients on a regular basis:

  • Strategic Execution
    • Frameworks to specifically support your firm’s business model, timeline and budget. The objective is to quickly define your business’ future state and develop an actionable plan.
    • Components include: Strategy development, future state design, project identification, prioritization and roadmaps, investment planning, strategy governance.
  • Compliance:  Assist clients with handling the rapidly changing regulatory compliance environment.
    • Our subject matter experts help clients to adapt to regulatory changes with the goal of avoiding regulatory actions.
    • In the event of a regulatory action, we provide reactive services to expedite remediation of findings.
  • Technology and Enterprise Information Management.
    • Unparalleled experience with the full spectrum of mortgage technical needs.
    • Unbiased and vendor-agnostic advisory services.
    • Services include: SME’s, strategy and architecture, enterprise information management, commercial-off-the-shelf software assessments and implementations, business process management technology implementation, and software testing.
    • We have supported the range of mortgage system implementations
      • Loan origination systems
      • Servicing platforms and “surroundware”
      • Capital markets systems and model validation
      • Call center operations and technology
      • Consumer and B2B portals
      • Data warehouse and ODS integrations
      • Business rule engines
      • Workflow systems
  • Business Transformation
    • Industry experts who know the processes, systems, data and vendors you apply to your business.
    • Apply the best-fit methodologies to your business.  If you have a preference, we have practitioners.  If not, we pull the best from Lean, Six Sigma, TQM, Agile Management and our team’s experience, applying our knowledge to build a process engineering capability that fits your culture and your budget.
    • Focus on risk and compliance – we optimize processes for the new realities of compliance and customer-centricity.
    • Our experienced consultants bring fresh perspectives and industry best practices, with no on the job training – no more paying for generalists who have to learn your business.
    • Pragmatic redesign planning with dependencies considered.
  • Project Delivery Services
    • Newbold consultants have completed over 400 projects in the mortgage industry since 2008
    • Includes program management office setup, project management, business architecture, requirements gathering, design, execution and testing, all conducted by mortgage industry experts.