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Consulting Services

Strategically align your business by focusing on innovation, organizational change management and stakeholder engagement.

Schedule a Call

Accomplish your strategic initiatives by partnering with the Lender Toolkit Team.

Support

Direct end-to-end project support

Education

Processes, templates, and tools

Direction

Coaching and assistance in addressing challenging projects

Process

Project workspace for storage of project artifacts

Business Analysis

In a rapidly changing regulatory and technical environment, documentation is required to ensure your company follows all necessary policies and procedures. Resources require training and communication to be up to speed with the most current system and business changes. Lender Toolkit, along with our industry leading partners, will assist with ensuring your documentation aligns with your business.

Process Improvement

A complicated business environment requires analysis of existing processes to identify opportunities to streamline and create efficiency. Using leading industry tools, we can document existing business processes and facilitate discussions bringing our industry experience and robust suite of technology solutions to create a winning system.

Testing Support

Automated Testing using API, SDK, and Desktop (UI) Level testing. We provide End-to-End Testing Services for any process while specializing in Mortgage Systems. Using standard testing framework and supplying the resources to manage the process we can test any customized system.

User Support

Lender Toolkit has the most knowledgeable support staff available. We have Certified Administrators, prior Ellie Mae Level-2 support people and over 100 years of combined lending experience. Let our team help with your user support needs so your team can focus on your core business of making dreams come true!

Project Management

We can help you become strategically aligned to your business by focusing on innovation, organizational project management, and stakeholder engagement. Lender Toolkit’s PMO as-a-service facilitates a more agile, response enterprise model. Direct end-to-end project support Education on the use of the processes, templates, and tools Coaching and assistance in addressing challenging projects Project workspace for storage of project artifacts Advisory services Communication

Change Management

People are our most important asset and effective management of change to achieve your ROI quicker regardless of the investment. Our industry is ever evolving and the velocity of change is intense. Partner with Lender Toolkit in managing change, providing effective change management methodology, preparing leaders and stakeholders, and helping your people embrace with today’s priorities and tomorrow’s goals.