Executive strategy
We work directly with company leadership to sharpen strategic decision-making, improve accountability across divisions, and instill a culture of ownership that drives results from the top down.
Performance analysis
We help you identify what’s holding your sales team back—whether it’s conversion gaps, misaligned expectations, or underutilized talent—and provide clear, actionable guidance to improve output.
Operational alignment
We bridge the gap between sales and ops—removing friction, improving communication, and aligning backend execution with frontend revenue goals.
People, product, and process
Rolling out a new product or opening new markets? We help you bring it to life with minimal disruption and maximum adoption.
Recruiting & hiring guidance
We help you define what “the right hire” looks like and build a strategy to attract originators who perform and align with your culture. From interview to onboarding, we ensure every seat is filled with purpose.
Team structure & retention
As your company grows, we help you recalibrate expectations and manage high performers, while retaining the people who move the needle.
Compensation & incentives
We evaluate your comp structures to ensure they motivate the right behaviors, reward production, and align with both short- and long-term business goals.
Messaging & brand positioning
We help reshape how your team communicates with borrowers—building clarity, trust, and connection. From there, we refine your broader brand messaging to support originator recruitment, referral partner engagement, and overall market positioning.
Technology & innovation
We audit your tech stack from a sales-first perspective: what’s enabling production, what’s getting in the way, and what future-facing tools deserve your attention.