Business Process Management Consulting

The only way to capture and measure trends is through primary scientific surveys - done every year. Purchase 2010 report.

Shevlin Resources Principal Consultants

Shevlin’s principal consultants are well known and well recognized in Washington, and greatly respected in the mortgage industry.

Stuart McFarland has been a prominent figure in the mortgage industry since becoming President of Ticor Mortgage Insurance Corp, Los Angeles, CA, in the 1970’s. Stuart came to Washington in 1981 where he was EVP- Operations and Chief Financial Officer at Fannie Mae. Throughout his career, he has been a powerful influence on policy as applied to all aspects of mortgage banking. From his position as board member and either CEO or COO in operating and investment companies, Stuart knows the industry and its leaders and they know him well. There is no one better equipped to counsel and guide any player with the ambitions of helping the government or private enterprise make the greatest return on its interest and marketing investment in support of the Emergency Economic Stabilization Act.

Jeff Lebowitz is particularly well-known in mortgage banking circles. Jeff was on the corporate planning and development staff at Chase Manhattan Bank. He left Chase to head up strategic planning at Fannie Mae. Jeff is considered an industry-wide spokesperson for the adoption of technology in the mortgage industry. He is widely known, highly respected, and has made broad and deep contacts through his personal appearances, many publications, and management consulting engagements. Jeff brings a highly-disciplined method to defining opportunities and a keen insight into a firm’s positioning in the marketplace.

Robert J. Levin is a former Executive Vice President and Chief Business Officer (CBO) for Fannie Mae. At Fannie Mae, Rob oversaw and integrated the organization’s single-family mortgage, mortgage portfolio and mortgage-backed securities businesses, as well as Fannie Mae’s housing and community development segment. Throughout his 28-year tenure with Fannie Mae, Rob served as the organization’s interim chief financial officer, and held various executive-level positions in the areas of marketing and corporate finance. He holds a BA in economics from the University of North Carolina at Chapel Hill, and an MBA from the University of Chicago. Rob is an active member of the board of trustees for Morehouse College in Atlanta, Georgia, and a past board member of the National Alliance to End Homelessness.

Andy Young (Adjunct) is considered one of the pioneers in mortgage banking automation. Beginning in 1979, Andy has designed, developed, implemented and integrated business systems for some of the most important vendors and lenders in the U.S.A. and abroad. Among his assignments have been those for ICICI (largest Bank in India), General Electric Mortgage Insurance, and Alltel-CPI (now Lender Processing Services, LPS). He is an expert in rules-driven business process management, product, planning, and design. Andy has planned and built core technology for mortgage origination, servicing, secondary marketing, and special servicing. Andy has a gift for strategic operations architecture and technology.

Recently

Improving Loan Volume, Borrower Experience at 2012 MBA National Technology in Mortgage Banking Conference & Expo

What: In today’s technology-driven world, borrowers demand the control afforded by an online lending experience that allows them to shop and compare all aspects of home purchasing and refinancing.

This panel session will explore how lending institutions of any size can best prepare themselves to accommodate a tech-savvy generation that expects instant gratification as well as a transparent, user-friendly online shopping experience. Attendees will gain a greater understanding of how to use technology to deliver a consistent, positive consumer experience while providing timely disclosures and adhering to compliance requirements.

Who: Jeff Lebowitz, owner, Mortech LLC will show how quality and market share combine to affect lenders’ ROI.

Cathy Blaszyk, vice president of lender services for ClosingCorp
Lawrence Huff, co-founder and co-CEO, Optimal Blue; and
Rebecca McDonald, vice president of Business Consulting, Quicken Loans.

When: Monday, April 23, 2012, 3:15 – 4:30 p.m. MST

Where: Arizona Biltmore, Phoenix; Frank Lloyd Wright Ballroom, Salons A-B

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Investing in quality improvement is just common sense. Isn’t it?

Lenders increasingly are taking notice of the need for quality – quality of data, quality of service, etc. Statistical analysis of a large database of businesses shows that superior quality can increase returns to the company investments. The chart also shows that if superior (perceived) quality is combined with increased market share, the returns are all the greater.

quality roi chart 2012-04-10_101737.jpg

Approaching quality requires understanding how a change impacts the entire operation.

Quality as Strategy – The Basics

Quality as perceived by customers (not vendor or lender) is correlated with increased profitability
Customer experience is related to profitability through a complex chain of events
Customer service requires new concept of lending
Lenders are more focused on compliance and costs than on customer experience
Perceived quality, absolute and competitive, can be confirmed only through systematic surveys.

For more than twenty years, MORTECH, LLC has built a reputation for identifying and verifying strategy using sound statistically reliable survey techniques. With our proprietary database of potential respondents, we can quickly survey customer and non-customers to validate your strategy and that of your competitors. When it comes to analyzing and supporting quality-as-strategy in your firm, we should be your first call.

To discuss your requirements, call Jeff Lebowitz at (203) 738-9429.

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MORTECH, LLC is the premier provider of research on lender attitudes, behavior, and their use of technology. MORTECH briefs its research clients and prospective sponsors on how its annual study gives them a new view of how the mortgage industry is changing.

LPS - A lesson in Creating Value
Back in the late 1970's and early 1980's I worked in corporate development at New York-based Chase Manhattan Bank. The banking business was difficult then. In 1975, Chase took enormous write-offs in its real estate loan portfolios. LPS is a case study in how a small technology company rode the crest of change and innovation in the mortgage industry to become a dominate provider. . . LPS - A lesson in Creating Value
Back in the late 1970's and early 1980's I worked in corporate development at New York-based Chase Manhattan Bank. The banking business was difficult then. In 1975, Chase took enormous write-offs in its real estate loan portfolios. LPS is a case study in how a small technology company rode the crest of change and innovation in the mortgage industry to become a dominate provider. . .

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MORTECH, LLC
2600 NW Champion Circle
Bend Oregon 97701
(203) 738-9429 Email Us