Join us LIVE on the #WeeklyRoadMAP call with our special guest, Ivy Zelman, CEO of Zelman & Associates. She’s one of the best Wall Street analysts out there and she’ll be sharing her 2025 market outlook as well as reaction to this week’s market updates. You won’t want to miss this event. Message us your email address and we’ll send you a calendar invite. Date: Today, Friday, December 20th Time: 9:00 am Pacific time Zoom Link: https://hubs.li/Q030hc7L0
Mortgage Advisory Partners
Financial Services
Newport Coast , California 1,009 followers
Expert analysis. Strategic direction.
About us
Mortgage Advisory Partners (MAP) is a mortgage consultancy group based out of Newport Coast, California and Dallas, Texas that works with executive leadership to develop strategies to assist mortgage-related companies with navigating the challenges of operating and growing their businesses by identifying opportunities to optimize their value. MAP’s focus is on the mortgage industry including mortgage bankers, mortgage brokers, banks, home builders and Realtors to improve their mortgage-related businesses. Key areas of focus for the consultancy include: • Strategic planning to help maximize profits • Granular financial and operation analysis • Financial planning, management report development and proforma generation outsourcing • Production channel and joint venture optimization • Talent assessment, support and acquisition • Mergers & Acquisitions and monetization strategic support • Major Project Execution to include playbooks for JV's, vendor implementations and due diligence. • Sales and Operational Training and Development Programs • COE and PMO builds and governance (project, product, portfolio) • Facilitate Leadership strategy planning sessions • Product adoption/utilization strategies • Business Transformation prioritization and delivery
- Website
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http://www.mortgageap.com/
External link for Mortgage Advisory Partners
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Newport Coast , California
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Strategic Planning, Financial Planning, Financial & Operation Analysis, Management Report Development, Proforma Generation Outsourcing, Production Channel Optimization, Joint Venture Optimization, Talent Assessment, Talent Support, Talent Acquisition, Mergers & Acquisitions, Monetization Strategic Support, project management office, Training Programs, and Portfilio Delivery
Locations
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Primary
Newport Coast , California, US
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Dallas, Texas, US
Employees at Mortgage Advisory Partners
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Brian Hale
CEO, Founder - Mortgage Advisory Partners LLC & The WeeklyroadMAP Live Sales Call & Podcast
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Tracie Lewis
Finance Executive | Dedicated Business Partner | Modeling Guru | Senior Managing Partner Financial Planning & Analysis
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Maria Elena Jaimes
Executive Producer at WeeklyroadMAP | Helping Mortgage Professionals Transform Sales Strategies, Build Community, and Stay Ahead with Exclusive…
Updates
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Breaking news: The Fed just cut rates by 25 basis points, but mortgage rates shot up instead of down. Why? The bond market isn't buying it, and the Fed's revised outlook for 2025 left the market reeling. Join us on the WeeklyroadMAP this Friday at 9 AM PT as we dive deeper into what this means for the mortgage industry. 🚨 Special guest: Ivy Zellman, one of Wall Street's top analysts, will share her insights on the market and what lies ahead. Don't miss it! Date: Friday, December 20th Time: 9:00 am Zoom Link: https://hubs.li/Q0307F_n0
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Exclusive Insights with Ivy Zellman: 2025 Housing Forecast Date: December 20, 2024 Time: 9:00am Pacific Zoom: https://hubs.li/Q02_TxdS0
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Exclusive Insights with Ivy Zellman: 2025 Housing Forecast December 20 | https://hubs.li/Q02_JtLW0 Time: 9:00am Pacific This week, we have Ivy Zelman, one of the most respected housing analysts on Wall Street. She called the 2007 housing crash. She runs Zelman and Associates—a very difficult person to get onto one of these podcasts or a speaking engagement, given how busy she is running the company and advising builders, hedge funds, and private equity groups all over the world. She's going to come on and give the 2025 view of housing. So again, this coming Friday, December 20th, we'll have the PCE number live for you. We're going to have Ivy Zelman, an outstanding speaker, giving her view. You're going to have an opportunity to ask Ivy questions if you come on. I encourage you to come on. Again, we're going to leave the WeeklyroadMAP free through March 31st of 2025. It gives you a chance to come on and see whether or not it fits as something that you find valuable. Whether you're a sales leader or a salesperson in the mortgage business, I encourage you to subscribe and take a look at it. Otherwise, we'll see you next Monday. I'll be broadcasting from Texas, actually. I'm going to spend Christmas in Texas at a ranch down in Central Texas with my two sons. Then, in addition to that, I'm going to be in Paris over New Year's with my wife. We're looking forward to that. I wish everybody a great holiday season. We'll be talking to you again. We'll see you on Friday if you're on the WeeklyroadMAP, and I'll broadcast from Texas before I leave as well. So, have a great week!
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Fed Cuts Expected: Impact on Mortgage Rates Explained This week's newsletter says the Fed will cut next week but they're not cutting mortgage rates and obviously we've seen that since the Fed made its first cut A few months ago rates actually worsened Now rates had improved here in the last couple of weeks right up until last week We got some really difficult news in both employment as well as the PPI number this past Thursday and rates went the wrong way. 🔗 Newsletter Subscribe: https://hubs.li/Q02_J8jh0 📰 Article: https://hubs.li/Q02_HZw80 🗺️ Explore WeeklyroadMAP FREE through the end of March 2025: https://hubs.li/Q02_HVcb0
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🚨 Don’t Miss Our December Guest Speaker Line-Up! 🚨 Are you ready to elevate your mortgage sales game and join the ranks of top producers? 🚀 Our Mortgage Sales Coaching weekly sessions deliver exclusive access to an all-star lineup of industry leaders who have transformed challenges into opportunities and built lasting success. 🌟 Join Us Every Friday at 9:00 AM (Pacific Time) 🎙️ Featuring Brian Hale and Maria Elena Jaimes, delivering: ✅ Fresh market commentary to keep you ahead of the curve ✅ Insightful guest speakers who’ve mastered the art of success ✅ Next-level sales strategies and actionable tactics to dominate your goals This is more than coaching—it’s your roadmap to success. 🙌 📅 Mark Your Calendar and Get Ready to Level Up! 🗺️ Explore WeeklyroadMAP for FREE through the end of the year! 👉 Sign up now: https://lnkd.in/e7kqw4HG See you on the road 🚗💨 #MortgageSales #SalesCoaching #GuestSpeakers #LevelUp #RealEstateExperts
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Just this past week we had Todd Duncan on and he did a phenomenal session for 45 minutes free coaching for you guys. The weekly podcast known as the WeeklyRoadMAP remains free through the balance of this year. FREE RESOURCES: WeeklyroadMAP Featured Todd Duncan Recording 12.6.24.24: https://hubs.li/Q02-TlN10 🗺️ Explore WeeklyroadMAP FREE through the end of the year: https://hubs.li/Q02-TkGc0 🌐 Connect With Us: 📘 Facebook: https://hubs.li/Q02-TmW20 📸 Instagram: https://hubs.li/Q02-Tm8b0 💼 LinkedIn: https://hubs.li/Q02-TdD60 ▶️ YouTube: https://hubs.li/Q02-Tmd20 #WeeklyroadMAP #MAP #MortgageUpdate #StayInTheKnow #MortgageRates #HousingMarket
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This coming Friday we're also gonna have Dan Smokoska from HousingWire, He just joined HousingWire. He's gonna come on and talk about how you materially improve your LinkedIn community. 📅 Friday, December 13 ⏰ 9:00 AM Pacific Time 🔗 Join us on Zoom: https://hubs.li/Q02-TkR-0 🗺️ Explore WeeklyroadMAP FREE through the end of the year: https://hubs.li/Q02-TlMS0
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You'll see that this week's newsletter talks about the fact that the waiting game is over, and rates are finally moving. Clearly, the appointment of Bessent as the potential new Treasury Secretary has helped the markets dramatically, given his knowledge and expertise in the bond and credit markets around the world. We've seen a market improvement in the 10-year, and in general, rates are down into the high sixes again after cresting up into the sevens. There are a lot of great charts in this newsletter, so take a look at it! 🔗 Newsletter Subscribe: https://hubs.li/Q02-Tc890 📰 Article: https://hubs.li/Q02-TgWz0 🗺️ Explore WeeklyroadMAP FREE through the end of the year: https://hubs.li/Q02-T9zc0
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Next Friday on the 13th we have Dan Smokoska from HousingWire. He's a LinkedIn legend You want to know how to improve your network and your community on LinkedIn You want to dial in to the Weekly Roadmap next Friday the 13th with Dan to talk about improving your LinkedIn presence Very specific tactics. December 13 | Dan Smokoska: https://hubs.li/Q02-M8vp0 🗺️ Explore WeeklyroadMAP FREE through the end of the year: https://hubs.li/Q02-N8800