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Brian Levy-Katten & Temple, LLP
Experienced, visionary and practical mortgage banking legal and business strategy counsel from the author of Levy's Mortgage Musings.
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Overview
Highlights
- RESPA (joint ventures, MSAs, lead purchase)
- LO Compensation (agreements and creative compensation structures)
- Mortgage repurchase defense and challenge
- Loan and Servicing Sale Agreements
- Innovative ownership and down payment program design and disclosures
- Construction lending, commercial real estate and transaction counsel
- Vendor (including systems) contract review and negotiations
- Regulatory responses and enforcement defense
- 15 years of Bank regulatory and in-house general counsel experience
- Purchase and sale of summer camps
- Check out blevy.substack.com for my free industry blog Mortgage Musings.
Details
Vendor Category
Strategic Services
Pricing Model
Per-Project Pricing
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Brian Levy-Katten & Temple, LLP
Solution Provider Advisory, a service of STRATMOR Group
STRATMOR Group
Overview
Experienced, visionary and practical mortgage banking legal and business strategy counsel from the author of Levy's Mortgage Musings.
Strategies for Service Providers Supporting Mortgage Lenders
Powering Performance. Together.
Highlights
- RESPA (joint ventures, MSAs, lead purchase)
- LO Compensation (agreements and creative compensation structures)
- Mortgage repurchase defense and challenge
- Loan and Servicing Sale Agreements
- Innovative ownership and down payment program design and disclosures
- Construction lending, commercial real estate and transaction counsel
- Vendor (including systems) contract review and negotiations
- Regulatory responses and enforcement defense
- 15 years of Bank regulatory and in-house general counsel experience
- Purchase and sale of summer camps
- Check out blevy.substack.com for my free industry blog Mortgage Musings.
- Strategic advisory services designed specifically for mortgage technology and solution providers
- Market positioning and go-to-market strategy development aligned to lender needs and industry realities
- Competitive landscape analysis to help providers differentiate in a crowded market
- Support for product strategy, messaging, and roadmap prioritization
- Trusted advisor to many of the mortgage industry’s most recognized and emerging solution providers
- Longstanding reputation for independent, data-driven insight grounded in real lender behavior
- Proven track record of helping providers refine offerings that better align with lender priorities
- Direct access to STRATMOR’s deep expertise in mortgage operations, technology, and lender economics
- Ability to “pressure test” strategies, messaging, and product direction before going to market
- A collaborative partnership model focused on long-term success—not transactional consulting
- Strategic Advisory & Consulting
Partnering with mortgage lenders and technology providers to define strategy, prioritize investments, and navigate market, regulatory, and competitive change with confidence. - Customer Experience (CX) Benchmarking
Delivering industry-leading insights through MortgageCX and proprietary research that quantify experience, identify gaps, and link CX to financial performance. - Operational & Technology Assessments
Evaluating people, process, and technology to uncover inefficiencies, optimize tech stacks, and improve execution across the lending lifecycle. - Market Intelligence & Research
Producing data-driven insights, benchmarks, and thought leadership that help clients anticipate trends, understand risk, and act ahead of the market. - MBA and STRATMOR Peer Group Roundtables
Together with the Mortgage Bankers Association, STRATMOR facilitates confidential, peer-based forums where senior leaders share challenges, compare performance, and gain practical perspective from industry counterparts. - Change Management & Implementation Support
Helping organizations turn recommendations into results with realistic roadmaps, alignment, and hands-on support. - Notable Achievements
Decades of exclusive focus on the mortgage industry
Trusted advisor to many of the nation’s leading lenders and technology providers
Proprietary datasets and benchmarks drawn from large-scale, real-world engagements - What Makes STRATMOR Different
Independent, objective advice—no software or vendor bias
Deep industry expertise combined with practical, execution-focused guidance
A proven ability to translate data into decisions that drive measurable business outcomes
Brian Levy-Katten & Temple, LLP
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