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    Mortgage Industry Expertise

    In the highly competitive mortgage industry, companies require a trusted partner with deep expertise and innovative solutions to help them navigate the complexities and achieve success. Oakleaf offers end-to-end mortgage industry solutions, combining origination, servicing, and securitization subject matter expertise with advanced analytic and modeling capabilities. Our client-centric approach and highly specialized professionals empower mortgage companies to improve efficiencies, reduce costs, and manage risk.

    Our highly specialized professionals draw upon their deep knowledge of the mortgage industry and decades of experience to tailor their analyses and services to strategically fit your personalized needs.

    At Oakleaf, we understand that each mortgage company faces unique challenges and has specific needs. Our experts draw upon their deep knowledge of the mortgage industry and decades of experience to tailor their analyses and services to strategically fit your personalized requirements. From planning and managing re-underwriting and origination compliance reviews to adapting existing servicing test plans to target a particular area of concern, our solutions can be customized to support your specific situation.


    • Loan Review: Oakleaf offers comprehensive loan review services, assessing underwriting guidelines, loan performance, and regulatory compliance to help mortgage companies identify potential risks and opportunities.
    • Data Solutions: Leveraging our advanced analytics and modeling capabilities, Oakleaf provides data-driven insights to inform decision-making, optimize processes, and enhance customer satisfaction.
    • Regulatory Compliance: Our regulatory compliance solutions ensure that mortgage companies meet all relevant requirements, minimizing potential risks and legal exposure.
    • Risk Management: Oakleaf’s risk management services help mortgage companies identify, assess, and mitigate risks associated with their operations, enabling them to make more informed decisions and protect their bottom line.
    • Talent Solutions: We provide talent solutions to help mortgage companies attract and retain top talent, ensuring they have the skilled workforce needed to thrive in a competitive market.


    From mortgage origination to servicing, Oakleaf’s unique combination of expertise, proprietary technology, and proven services helps clients navigate the complex landscape of the mortgage industry. Our extensive experience in mortgage origination, servicing, underwriting, mortgage operations, quality control, internal audit, and document review enables us to provide full-circle services for our clients.


    If you’re looking for a partner with deep mortgage industry expertise and a comprehensive range of tailored solutions, consider partnering with Oakleaf. Our commitment to client success and our unparalleled knowledge of the mortgage industry will empower your company to navigate the complexities of the market and achieve long-term success.


    Who We Are

    The Oakleaf Group is a Washington DC-based, management consulting firm focused exclusively on the financial services, banking, and mortgage industries. Our team consists of industry subject matter experts, risk management professionals, and technologists who work together to help solve our clients’ toughest problems. Oakleaf strives to enhance the financial and regulatory industry with data-driven, model-informed, analytics-enabled, and operationally rigorous services and solutions.


    See Who We Are  |  Meet Our Leadership Team

    Related Case Studies

    As a mortgage and financial services consulting firm, we assist companies throughout the mortgage and financial services industries, including banks and non-bank mortgage firms, GSEs, regulators, government agencies, law firms, insurance companies, asset managers, hedge funds, and other financial institution clients. We work closely with management to identify and prioritize challenges, and we apply deep industry expertise that drives performance, resulting in performance transformation across the organization.


    See how we support our clients and their teams in tackling their most complex matters. Or contact us if you want to discuss anything further.

    Join Our Team

    Our work touches on all aspects of financial and mortgage consulting, including consulting and advisory, loan review, regulatory and compliance, modeling and analytics, litigation support, and talent support.


    We are always looking for great talent: people who can bring new perspectives and experiences to our team. Take a look at our available positions and see if Oakleaf seems like the right place for you.

    Contact Us

    From the C-suite to the field, we partner with clients to help them solve their toughest financial and mortgage-related issues. Contact Oakleaf for your business.


    Looking for a new career at Oakleaf? See Careers.

    We Do Things Differently

    A Trusted Partnership that Delivers Real Results.

    Our approach to client engagement has been perfected over fifteen years to ensure a solid foundation toward our clients’ short- and long-term goals. We work to fully understand your organization and design an effective combination of services that support your vision.

    We pull from multiple disciplines and recognize the privilege it is to work on key issues with our clients. We’re special made to help you compete in a complex world.