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Oakleaf provides the financial and mortgage consulting services knowledge, focus and skill to get you to the next level.


Our team of professionals bring the know-how and expertise to solve even your most complex financial and mortgage-related issues. We bring decades of deep strategy, operational, cultural, and analytical experience to help our clients successfully identify opportunity and harness the power to change and grow.

Oakleaf’s consulting practice provides specialized advisory services tailored to meet each individual client’s needs. Our team of subject matter experts and seasoned practitioners utilize decades of experience in the mortgage and financial services industries to provide informed perspectives and practical solutions that make a true impact.

Loan Review

Our specialized consulting solutions include deep expertise in mortgage optimization, litigation, regulatory compliance matters, project oversight, and risk mitigation. We provide advisory services, project management, and process improvement consulting for financial services and mortgage matters.

Oakleaf’s experts have the experience and know-how to help businesses and service providers assess, develop, and implement operations and strategies that ensure compliance and mitigate regulatory risk. Oakleaf’s regulatory compliance services are customized to meet each client’s unique needs and address its specific challenges. Our seasoned analysts and consultants review policies and procedures, customize loan-level tests, and complete ongoing loan-level testing to confirm adherence to both origination and servicing regulatory requirements.

We combine industry-leading expertise with our data, technology and analytics services to provide actionable insights for improved business performance. Our solutions cover a wide spectrum from data sourcing and extraction to application development for analytics and reporting.

Oakleaf provides unparalleled mortgage litigation services that support our law firm and disputant clients’ cases by combining domain expertise, consulting, testifying experts, loan file re-underwriting, advanced data analytics, and financial and econometric modeling. We generate economic analysis with a view toward strengthening our clients’ cases, performing complex data analysis to apprise our clients of financial implications of their litigation or business, articulated in clear and simple terms

Oakleaf delivers qualified resources when and where you need them – curating and developing candidates tailored to the client-specific environment and project needs. Oakleaf offers capacity support for project surges and specialized searches tailored to your needs.

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Call us or contact us with questions regarding our services, practice areas, press or media inquiries.

Call (202) 684 - 2800