Mortgage Services

Newbold Advisors Lender Case Study

Reduce Expenses & Improve Customer Experience

See Our Lender Case Study

Regulatory and Compliance Readiness

Get Compliance Ready – Don’t Wait for an Unsatisfactory Audit

See Our Regulatory Compliance Gap Analysis
Mortgage ECO System

Optimize Your Tech Stack to Boost Margins and Market Share

See our Mortgage Servicing Ecosystem Assessment

Strategic Partnership statistics

Supports hundreds of community banks, credit unions, independent mortgage banks and companies, start-up and existing technology and private equity firms nationwide

Completed 180+ mortgage technology-related projects

Placed 1,000+ SMEs in the Mortgage Banking and Financial Services industries since 2017

Mortgage Business Consulting

  • Program Management – Technical & Non-technical
  • Project Management – Technical & Non-technical
  • Process Improvement & Design
  • Business Analysis & Requirements
  • Testing Services – System, Integration, User Acceptance
  • Training – Staff Training, Policies & Procedures
  • Enterprise Information Management
  • Data Governance
  • Business Intelligence
  • Strategy & Planning – Originations, Servicing/Default, Capital Markets, Risk Management

Mortgage Technology Consulting

  • Loan Origination Technology Optimization or Migration
  • Servicing Technology Optimization or Migration
  • Life-Cycle Services to Support Loan Origination & Servicing Systems
  • Enterprise Architecture, Technology Rationalization
  • Information & Cyber Security Support
  • Artificial Intelligence
  • Robotic Process Automation
  • Workflow/Rules Engines

Mortgage Staffing Solutions

  • Proprietary National Candidate Network
  • Executive Search (In-house SMEs for Accurate Screening)
  • Customized Staffing Solutions
  • Interim & Long-term Technology Resources/Staffing
  • Project-based
  • Variable Bulk
  • Contract-to-Hire
  • Tenured Recruiting Team
  • Skills-based Testing Process

What our Clients are saying

I have to be honest, I have not had the most positive experiences using outside consultants, however, I am most grateful that we have Newbold.

Your consultant has just been a phenomenal contributor to this program. Very grateful to you and she for your support.

$11M Non-Bank Servicing Company

Correspondent Channel Development Project

“Good evening Amy and Arleen, I wanted to reach out and extend my gratitude to each of you. K is wonderful! We just love her! Thank you for being such outstanding professionals in your field. I truly appreciate your contributions to our success.”

$4.2B Credit Union

Morgage/Servicing SME for FHA, VA and USDA Product Launches

“Your consultant provided critical support during this time on the project. I cannot imagine where we would be today without his contributions.”

$20B Credit Union

HELOC Remediation Project

I worked with a Newbold consultant on the redesign of our Construction Lending unit. Not only did this consultant work extremely hard but her acumen to lending and process issues was second to none. The Newbold consultant understood Construction Lending better than almost my entire staff. She was able to alter her strategy and recommendations to match our business model and size of our organization. Due to her knowledge and work ethic, we were actually able to accomplish within 4 months, what would have taken me and my team 9 or 10 months to complete. I highly recommend!

Top 100 National Mortgage Lender

Construction Lending Redesign Project

“Newbold has been a tremendous asset to our new LOS project. They have given us great guidance and support. I would highly recommend them to anyone looking for knowledgeable consultants for Mortgage Lending Projects.”

$2.6B Credit Union

LOS Conversion Project

Just wanted to take an opportunity to express my appreciation for our consultant. She was such a great support to our team with our processes and procedures. She was kind, flexible, knowledgeable, and professional each step of the way. It is apparent that she is a hard-working perfectionist!”

Top Nationwide

New Home Construction Lender

Newbold has been a tremendous asset to our new LOS project. They have given us great guidance and support. I would highly recommend them to anyone looking for a knowledgeable consultant for Mortgage Lending projects.

$2.5B Financial Institution

Loan Origination System Evaluation & Implementation

“I appreciate your partnership and openness. i was pleasantly surprised about your knowledge of the industry.”

Top 10 Credit Union

Servicing Conversion

Our Team

Arleen Scavone
Mobile (818) 516-2692

Arleen, previous Founder and CEO of mortgage advisory firm OpExNow, has a 30-year track record of building and managing operations, sales and service organizations in both corporate-held and entrepreneur roles.

Her expertise includes enabling operational excellence through executing transformation in large and small mortgage originations and servicing organizations. She specializes in LOS implementations, large-scale servicing system conversions and Program Management Offices for transformation projects.

Prior to her decade of running OpExNow, Arleen held leadership positions at Washington Mutual, First Bank, Great Western Bank and HomeFed Bank. Arleen also is a passionate, life-long baker at heart, achieving an unprecedented three-peat win on FoodNetwork’s Cupcake Wars after opening her first Sweet Arleen’s cupcake store in Westlake Village, CA.

She remains an advisor to the Sweet Arleen’s brand and speaks nationally at business, women and youth foundations. Arleen also is a frequent speaker at CUNA, MBA and regional conferences.

David Solomon

David Solomon

Senior Director
Mobile (503) 866-8258

With over 20 years of mortgage banking experience, David has held a number of leadership roles in primary and secondary markets focusing on managing portfolios, driving growth and scalability and leveraging technologies to build efficiencies, manage risk, process automation, and enhance customer satisfaction. David’s business responsibilities have included Servicing Operations, Risk & Compliance, Operational Modernization & Transformation and Data & Analytics.

Amy Paulishak

Amy Paulishak

Senior Director
Mobile (941) 993-3576

With over 20 years in the mortgage industry, Amy has sat on both sides of the table. She has a strong understanding of the current technology landscape in the marketplace. Amy is a skilled Project Manager, having developed and executed strategic and tactical plans for lenders. A creative and solution-oriented leader, Amy has a proven track record of executing plans and driving alignment between people, process and systems.

About Newbold

Newbold Advisors, LLC is a consulting and professional services company serving institutional clients in the private and public sectors.

The firm’s mission is to deploy qualified people at competitive rates to achieve tangible results. Our goal is to earn every client’s trust by delivering results with integrity.

Headquarters Office

25400 US 19 N. #124
Clearwater, Florida 33763
(727) 535-2102

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