Crestline Advisory Group

Crestline Advisory Group is one of the mortgage industry’s most reliable resources. We provide advisory solutions to our clients seeking to improve operations, identify risk, and strategically grow their businesses. Our deep understanding of origination and servicing operations and holistic view of the industry allow us to advise our clients on best practices, risk management, and areas of operational improvement. Our consultants support market-leading companies and their respective counterparties to address a variety of consultative needs across residential mortgage, business purpose, fix and flip, single family rental, consumer, and commercial loan asset classes. Each engagement is customized based on our clients’ requirements and Crestline's unique understanding of high risk areas and effective operational practices. Below are some of our specialties: Counterparty Review Solutions – We review counterparties across various asset classes for warehouse lenders, asset managers, investors, and aggregators. Mergers and Acquisitions – We provide buy-side advisory services to evaluate originators or servicers targeted for acquisition as well as business integration planning. Risk Management – We manage risks and exposure to potential losses through one or a combination of our programs, including operational assessments and testing for investor guideline and regulatory adherence. Servicer Oversight – We develop and execute all facets of a third-party servicer oversight program designed to mitigate risk, incorporate best practices, and satisfy investor/insurer requirements and regulatory servicing standards. Strategic Advisory and Special Projects – We offer strategic advisory services and special projects to help you achieve your business objectives and goals, such as process optimization, staff augmentation, and project management. For more information, please visit our website at