MORTGAGE

Mortgage Advisory Partners

@mortgage_advisory_partners

Newport Coast , California
http://www.mortgageap.com/
Financial Services

Overview

About Mortgage Advisory Partners

Mortgage Advisory Partners (MAP) is a mortgage consultancy group based out of Newport Coast, California and Dallas, Texas that works with executive leadership to develop strategies to assist mortgage-related companies with navigating the challenges of operating and growing their businesses by identifying opportunities to optimize their value.

MAP’s focus is on the mortgage industry including mortgage bankers, mortgage brokers, banks, home builders and Realtors to improve their mortgage-related businesses.
Key areas of focus for the consultancy include:
• Strategic planning to help maximize profits
• Granular financial and operation analysis
• Financial planning, management report development and proforma generation outsourcing
• Production channel and joint venture optimization
• Talent assessment, support and acquisition
• Mergers & Acquisitions and monetization strategic support
• Major Project Execution to include playbooks for JV's, vendor implementations and due diligence.
• Sales and Operational Training and Development Programs
• COE and PMO builds and governance (project, product, portfolio)
• Facilitate Leadership strategy planning sessions
• Product adoption/utilization strategies
• Business Transformation prioritization and delivery

Headquarters

Newport Coast , California

Company Size

2-10 employees

Industry

Financial Services

Company Type

Privately Held

Founded

2026

Specialties

Strategic Planning, Financial Planning, Financial & Operation Analysis, Management Report Development, Proforma Generation Outsourcing, Production Channel Optimization, Joint Venture Optimization, Talent Assessment, Talent Support, Talent Acquisition, Mergers & Acquisitions, Monetization Strategic Support, project management office, Training Programs, and Portfilio Delivery