Mortgage Advisory Partners

What Mortgage Advisory Partners does

Mortgage Advisory Partners is a B2B mortgage industry advisory firm and subscription intelligence platform founded in 2021 and headquartered in Newport Beach, California. The firm advises lenders, servicers, and mortgage originators on strategic, operational, and talent matters, with an enterprise client list that includes New Rez (NRZ), Princeton Mortgage, One Trust, and Todd Duncan. Its advisory practice is anchored by founder Brian Hale, who brings roughly 40 years of mortgage industry experience and has been recognized with HousingWire's "Mortgage Industry MVP" and "Vanguard" awards; the four-person core team also includes Blythe Hughes (housing and banking expert recognized by American Banker), Maria Elena Jaimes, and Tracie Lewis.

The firm's technology-facing product is WeeklyroadMAP, a subscription-based mortgage industry intelligence platform delivered as a newsletter and content library, with a Free Explorer tier, a Navigator tier priced at $99 per month, and an Enterprise tier with custom contracting for larger organizations. The firm also offers SuperhumanLO, a coaching/training offering targeted at loan originator performance. Supporting content channels include a co-branded podcast produced with international law firm Mayer Brown and a 2025 Industry Partnership with the National Association of Mortgage Brokers (NAMB).

Revenue is generated through two mechanisms: (1) project-based B2B advisory and consulting engagements (including executive search and strategic advisory, with no standard published pricing) and (2) the WeeklyroadMAP subscription platform, with retail $99/month individual pricing and negotiated Enterprise contracts. The go-to-market is relationship-driven and content-led, leveraging executive brand recognition and association distribution partners rather than paid marketing channels.

Name

Mortgage Advisory Partners

Legal name

Mortgage Advisory Partners, LLC

Website

https://mortgageap.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Mortgage Advisory Partners is a Newport Beach-based B2B mortgage industry advisory firm serving lenders, servicers, and originators with strategic consulting, executive search, and the WeeklyroadMAP subscription intelligence platform plus SuperhumanLO coaching.

Ownership category

akta.pro rank

Product category

Mortgage Advisory Services

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

Keywords

• Mortgage advisory services
• Financial planning analysis
• Executive mentoring
• Market intelligence subscriptions
• Mortgage M&A consulting

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Consulting and Advisory Services: B2B consulting engagements including strategic planning, talent assessment and acquisition, M&A support, channel development, and C-suite mentoring. Revenue generated through professional service engagements with mortgage banking clients.
2. WeeklyroadMAP Membership Subscriptions: Subscription-based membership program with tiered pricing: Free Explorer Access tier and $99/month Navigator Membership tier, plus Enterprise custom pricing. Auto-renewing monthly subscriptions with 14-day free trial for Navigator tier.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Mortgage Advisory Partners provides B2B mortgage advisory and consulting services to mortgage banking clients, including strategic planning, granular financial and operational analysis, production channel and joint venture optimization, talent assessment and acquisition, M&A and monetization strategic support, and C-suite mentoring. The firm also operates WeeklyroadMAP, a subscription-based membership platform that delivers live weekly mortgage market strategy calls, market data decks, masterclasses, and a private member community to mortgage professionals.

Product overview

Mortgage Advisory Partners operates as a B2B mortgage advisory firm offering a combination of consulting services and subscription-based digital products. The core offering includes strategic consulting services for mortgage banking clients, while the primary digital product is WeeklyroadMAP—a tiered subscription service (Explorer free, Navigator at $99/month, Enterprise custom pricing) providing live weekly mortgage market strategy calls, market analysis decks, and member community access. The SuperhumanLO program is integrated within WeeklyroadMAP as an implementation toolkit. The company also produces the 'Navigating Mortgage M&A' podcast in partnership with Mayer Brown.

Differentiator

Problem solved

Functional benefit

Brands

• WeeklyroadMAP: A closed-door strategy room for mortgage professionals offering live weekly market information and strategy calls, member community, market decks, and expert guest speakers. Membership tiers include Explorer Access (free) and Navigator Membership ($99/mo).

Products and services

• MAP Consulting Services B2B mortgage advisory engagement encompassing strategic planning, granular financial and operational analysis, production channel and joint venture optimization, talent assessment and acquisition, M&A and monetization strategic support, regulatory compliance guidance, and C-suite mentoring for mortgage banking companies, including top 5 publicly traded lenders and independent mortgage bankers.
• WeeklyroadMAP Membership Subscription-based live weekly mortgage market strategy platform for mortgage professionals offering tiered access: free Explorer Access, paid Navigator Membership at $99/month, and Enterprise Access for teams of 10+ users with custom pricing. Includes live Friday market calls, market decks, replay access, masterclasses, private podcast, and a private member community with mobile app.

Quantifiable outcome

• Placed six senior executives in engaged companies over the past 12 months
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• Mayer BrowncoreStrategic or Co-development PartnerPartnership with global law firm Mayer Brown for the 'Navigating Mortgage M&A' podcast series. Hosts Lauren Pryor (Partner at Mayer Brown) and Brian Hale (CEO of MAP) lead engaging interviews with leading professionals in mortgage M&A, covering market trends, deal structures, and critical business and legal matters.
• National Association of Mortgage Brokers (NAMB)coreGTM or Marketing PartnerOfficial Industry Partner of NAMB, the leading trade association for mortgage brokers. Partnership provides credibility and visibility within the mortgage broker community.
• Radiant Wave MediaminorGTM or Marketing PartnerBoutique marketing team for the mortgage industry serving as sponsor for WeeklyroadMAP platform.
• JAI ConsultingminorOthersMaria Elena Jaimes operates JAI Consulting as her sole proprietorship in addition to her role as Senior Managing Director Training and Development at Mortgage Advisory Partners.
• IKS ConsultingminorOthersTracie Lewis operates IKS Consulting as her sole proprietorship in addition to her role as Senior Managing Partner of Financial Planning & Analysis at Mortgage Advisory Partners.
• Hughes ConsultingminorOthersBlythe Hughes operates Hughes Consulting as her sole proprietorship in addition to her role as Human Resources Consultant at Mortgage Advisory Partners.
• Houlihan LokeyminorStrategic or Co-development PartnerInvestment banking firm featured as guest on the 'Navigating Mortgage M&A' podcast episode on Definitive Agreement Terms and Negotiations, discussing considerations for originators and servicers in mortgage M&A.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• STRATMOR Group: Mortgage industry advisory firm providing strategic consulting, peer roundtables, and benchmarking to mortgage lenders. Directly comparable to MAP as both serve the same buyer (mortgage executives) with overlapping advisory and market intelligence offerings.
• Richey May & Co. National accounting and consulting firm with a dedicated mortgage banking practice providing advisory, risk management, and operational consulting. Highly comparable to MAP given overlapping mortgage industry advisory services and similar mid-market client base.
• John Burns Real Estate Consulting (JBREC): Real estate research and consulting firm providing market intelligence, advisory, and consulting to lenders, investors, and builders. Comparable to MAP as both provide strategic advisory to mortgage and real estate clients with subscription and consulting models.

Broad incumbents

• Mortgage Bankers Association (MBA): National trade association for the mortgage industry providing research, education, and networking. Larger incumbent serving similar customers with overlapping research, market intelligence, and education offerings, though structured as a non-profit rather than commercial firm.
• SitusAMC: Large mortgage services firm providing loan servicing, valuation, and risk management to mortgage lenders. Overlaps with MAP in serving mortgage banking clients with operational advisory, though at significantly larger scale and broader scope.
• ICE Mortgage Technology: Major mortgage technology provider (formerly Ellie Mae/Black Knight) serving mortgage lenders with origination, closing, and analytics platforms. Adjacent to MAP in serving mortgage banking customers, though primarily technology rather than advisory.
• Mortgage Cadence (Accenture): Enterprise mortgage origination platform owned by Accenture, providing digital mortgage technology and consulting to large lenders. Overlaps with MAP in providing strategic and operational support to enterprise mortgage clients.

Emerging players

• HousingWire: Mortgage industry media and research company providing news, analysis, and events. Comparable to MAP as a content-driven brand serving mortgage professionals, with potential overlap in market intelligence offerings and similar audience to WeeklyroadMAP.
• Maxwell: Mortgage technology company providing a digital point-of-sale platform for loan originators and lenders. Comparable to MAP as both serve individual loan originators with productivity and market intelligence tools, though Maxwell is technology-led.

Others

• Blend: Digital mortgage and banking platform provider serving lenders with consumer-facing origination technology. Thematically related to MAP's mortgage industry focus, though operating primarily as a software vendor rather than advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/mortgage-advisory-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mortgage Advisory Partners