your vision, our mission
Technology Ecosystem-Servicing Platform
Our first step to success begins with a clear articulation of the End-to-End Servicing Technology Roadmap. The program is then comprised of initiatives required to achieve target state.
Download an example of the Roadmap:
- 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
- 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
- Proprietary National Candidate Network
- Executive Search (In-house SMEs for Accurate Screening)
- Customized Staffing Solutions
- Interim & Long-term Technology Resources/Staffing
- Variable Bulk
- Tenured Recruiting Team
- Skills-based Testing Process
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
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!
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.
Your consultant provided critical support during his time on the project and I cannot imagine where we would be today without his contributions.
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.
I appreciate your partnership and openness and I was pleasantly surprised about your knowledge of the industry.
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.
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.
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.
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.
25400 US 19 N. #124
Clearwater, Florida 33763
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