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    Mortgage Industry Expertise

    At Oakleaf, we differentiate ourselves by providing end-to-end solutions, combining origination, servicing, and securitization subject matter expertise with advanced analytic and modeling capabilities. Solutions can be customized to support your unique situation, from planning and managing re-underwriting and origination compliance reviews to adapting existing servicing test plans to target a particular area of concern. Our client-centric approach will give you the information necessary to successfully manage your business activities.

    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.

    From mortgage origination to servicing, our unique combination of expertise, proprietary technology, and proven services help our clients improve efficiencies, reduce costs, and manage risk. Oakleaf’s 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. Our comprehensive subject matter expertise in underwriting guidelines, loan review, and regulatory compliance uniquely qualifies Oakleaf to develop actionable solutions that address the exact challenges you face.

    RELATED SERVICES FOR MORTGAGE COMPANIES

    • Loan Review
    • Data Solutions
    • Regulatory Compliance
    • Risk Management
    • Talent Solutions

    OUR CAPABILITIES

    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.