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Business Process Improvement
Clayton Consulting has a proven business process re-engineering methodology that enables the design of optimal processes for your organization.

Suite of services

Operational Assessments & Benchmarking

  • Assess companies currently originating or servicing residential mortgage loans to ensure that policies and procedures meet industry best practices.
  • Perform loan-level file audits across a random sampling of loans to determine if loan-level servicing performance is an indication of operational servicing risks.
  • Conduct metrics-based benchmark analyses to provide industry best practice guidance and comparative assessments for the improvement of operational efficiencies.

Operations Development and Integration Solutions

  • Design a function, department, or mortgage operating company from scratch.
  • Develop and implement strategic plans, new business units, and capacity planning models.
  • Assist in developing optimal organizational structure and processes, including key performance metrics and technologies needed to participate in the current mortgage market.
  • Support integration efforts through the management of strategic plans, review of policies and procedures, and implementation of a combined operating environment.

Policy and Procedure Assessment and Development

  • Conduct a “gap” analysis of current policies and procedures to determine opportunities for operational efficiencies.
  • Recommend industry best practices.
  • Develop and implement policies and procedures for new, integrated, or legacy operating environments.

Development of Warehouse Lending Processes and Controls

  • Create and implement warehouse processes and controls.
  • Establish a monitoring program of the warehouse activities, as well as carry out due diligence activities on an annual basis (or more frequently as needed).

Process Re-engineering 

  • Review current and projected workflow, caseloads, and capacity planning.
  • Assist in developing and implementing optimal organizational structure and processes, including key performance metrics and technologies needed to meet the needs of the current and anticipated environment.

Business Process Outsourcing  

  • Provide servicing assistance in default and non-default areas, including call center activities. 
  • Perform loss mitigation fulfillment activities.
  • Internal audit and third-party oversight functions.
  • Provide temporary or permanent on-site staffing and training.

Reverse Mortgage Origination and Servicing Solutions

  • Evaluate existing reverse mortgage origination and servicing operations to ensure that policies and procedures meet industry best practices. 
  • Establish policies and procedures needed to maintain compliance with HUD-regulated reverse mortgage servicing timelines and requirements.
  •  Assess traditional HECM and proprietary reverse mortgage loan programs to ensure compliance with FHA/HECM policies and other investor-specific reverse mortgage origination and servicing requirements.
  • Provide interim reverse mortgage management support services as well as permanent and temporary staffing.
What is the value-add to your business?
  • Customizable, cost-effective, or outsourced solutions for specific business needs.
  •  External subject matter expertise and dedicated team structure minimizes the impact on operational management and staff.
  •  Independent and objective development of gap analyses, recommendations, and remediation plans to assist in implementing best-in-class procedures to monitor and service mortgage collateral in a challenging environment.
  • Dedicated team composition throughout the project life cycle (on-site review, testing, gap analysis, and remediation planning).
  • Consistent, third-party consulting team can be engaged to facilitate remediation plans and on-going project execution assistance.
  • Mortgage industry subject matter expertise combined with consulting, project management, and operational improvement experience in today’s mortgage loan servicing landscape.