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    Navigating Complexity with Expertise in Capital Markets & Securitization

    Oakleaf offers a suite of tailored solutions that address the unique challenges of the mortgage and structured finance industries. Our approach combines innovative technology with unparalleled industry expertise to empower clients with strategic insights and enhanced risk management. From cash flow modeling to data analysis, Oakleaf’s services are designed to elevate your strategy and execution, ensuring success in a dynamic market environment.

     

    Cash Flow Modeling

     

    Employing market-leading proprietary technology, Oakleaf’s Cash Flow Modeling is designed to deliver financial forecasts, allowing for strategic planning and robust risk management.

     

    Portfolio Analytics & Valuation

     

    Benefit from Oakleaf’s deep dive into asset valuation and analytics, where our integration of key market data and performance analysis culminates in superior valuation analysis and insightful investment appraisals.

     

    Issuance Support

     

    With Oakleaf’s Issuance Support, experience seamless structuring and compliance adherence for your securitization deals, ensuring they are optimally positioned for market success.

     

    Triggered Reviews

     

    Proactive and responsive, our Triggered Reviews offer critical post-issuance analysis, swiftly identifying and managing triggers to safeguard your portfolio’s health and performance.

     

    Data Analysis/Pooling

     

    Oakleaf’s Data Analysis and Pooling services provide a granular understanding of securitized asset pools, driving opportunity discovery through meticulous data aggregation and examination.

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    Who We Are

    The Oakleaf Group is a premier consulting and advisory firm for the mortgage and structured finance industries. Since 2007, we’ve provided comprehensive solutions across the mortgage lifecycle. Our expert teams specialize in regulatory compliance, financial modeling, data analytics, and litigation support, tailoring services to solve our clients’ toughest problems.

     

    See Who We Are  |  Meet Our Leadership Team

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    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.

     

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    We Do Things Differently

    A Trusted Partnership that Delivers Real Results.

    Our approach to client engagement has been perfected over seventeen 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.