Mortgage Data Services HUB
Deliver consistent, compliant, and actionable mortgage data.
We help mortgage organizations structure and streamline their data architecture by integrating MISMO standards into every layer of the data ecosystem. From loan origination to servicing and secondary market operations, our approach ensures data is not only interoperable and accurate but also ready for advanced analytics and automation.
Becky Griswold Partner
Mortgage Data Services Team Spotlight
Becky joined us in 2019 as an implementation leader and has since led several of PhoenixTeam’s most complex federal housing implementations at the US Department of Agriculture (USDA). She is also our partner driving mortgage standardization with the Mortgage Industry Standards Maintenance Organization (MISMO).
Drive mortgage data quality and interoperability
We transform fragmented data environments into high-performing, standards-based ecosystems. Through smart architecture, validation frameworks, and MISMO-aligned exchanges, we improve data quality, consistency, and usability, empowering teams to act faster, collaborate better, and scale with confidence.
MISMO Standards Integration
- Implementing and aligning mortgage data processes with MISMO’s industry-standard frameworks, ensuring interoperability, accuracy, and compliance throughout loan origination, servicing, and secondary market activities.
Data Analysis, Management, & Visualization
- Collecting, modeling, and analyzing data to generate actionable insights and effectively communicate results through visual dashboards.
Data Architecture and Structuring
- Designing scalable, flexible data environments that enable optimal storage, retrieval, and management of mortgage-related information, facilitating consistent data models and smooth data flow across the organization.
Data Validation and Optimization
- Developing robust validation protocols and refinement strategies that ensure high data quality, reduce errors, and drive actionable insights, improving decision-making and process efficiency.
PhoenixTeam is proud to be named one of MISMO’s first Certified Consultants. MISMO's Certified Consultant Program verifies PhoenixTeam's industry domain knowledge, proficiency with MISMO standards, and commitment to supporting the MISMO community.
Client Stories
Every client gets the best of PhoenixTeam. We are in lockstep and arm-in-arm with our clients through their technology evolution. Here are some of those stories.
Top Mortgage Lender and Servicer
Implementing complex lending logic in Salesforce is one of our specialties. We led the enhancement of our client’s existing Salesforce CRM while kicking off a full Org-to-Org migration. In the first week, we delivered a new onboarding solution for business partners and began establishing Salesforce development and configuration best practices. True to the Phoenix way, we ensured knowledge transfer and self-sufficiency so the client could confidently manage and support the system after our engagement ended.
Matt Harris
Product Manager @ConversionFlow
Mortgage Industry Standards Maintenance Organization (MISMO)
MISMO engaged us to lead the implementation of its Innovation Investment Fee initiative. We provided end-to-end project oversight—developing process diagrams, documentation, roadmaps, key metrics, and executive dashboards. With over a decade of trusted partnership and deep mortgage expertise, we helped drive the initiative forward. Our ability to rapidly assess, implement, and test MISMO data standards was key to the project’s success.
Matt Harris
Product Manager @ConversionFlow
Top Mortgage Lender and Servicer
After SAFe implementation, our client turned to us to bring its full value to life through strong technical and solution architecture leadership. We aligned architectural strategy across streams and teams, tripled the size of the architecture group, and drove internal improvement through OKRs. From roadmap design to PI planning, hands-on coding, and end-to-end testing, we led by example—building an Agile architecture culture that solves complex problems with clarity and purpose.
Matt Harris
Product Manager @ConversionFlow
U.S. Department of Agriculture (USDA)
USDA requested our mortgage transformation brains and brawn two years into a Salesforce Community and Government Cloud implementation. With our passion for rural homeownership, we answered the call. Within a year, we delivered the new Guaranteed Underwriting System using the updated Uniform Residential Loan Application and FNMA DU specs.
Matt Harris
Product Manager @ConversionFlow