Our Services
Outcome-driven, not hours-driven. Every engagement is based on the Functional Technology Framework® and designed for brokers, lenders, and small business operators at different stages of maturity.
Q-Engage™
Operational Transformation Sprint
Ready to commit to fixing systemic issues? Q-Engage is a comprehensive 90-day sprint designed to transform your operations from the ground up.
Q-Engage™ aligns your operations with the AI-Powered Operational Excellence Framework™, then uses the Functional Technology Framework® to execute the systems and workflow changes that drive measurable improvement.
What's Included:
- Deep discovery across sales, underwriting, servicing, and renewals
- Complete systems mapping (CRM, LOS, servicing, payments, data)
- Prioritized roadmap with quick win implementation
- Workflow redesign and process documentation
- Vendor coordination and internal team alignment
- AI and automation opportunity assessment
Best For:
- • Lenders ready for systematic operational improvement
- • Teams experiencing significant growth challenges
- • Organizations needing end-to-end workflow transformation
Typical Outcomes
Reduced Processing Time
Cut underwriting and approval cycles by 30-50%
Unified Data View
Single source of truth across all systems
Compliance Ready
Documented processes and audit trails
Team Efficiency
Staff focused on high-value work, not firefighting
What You'll Receive
Systems Assessment
Complete review of current tools and workflows
Gap Analysis
Identification of operational blind spots
Strategic Roadmap
1-6 month actionable implementation plan
AI Opportunities
Recommendations for automation and optimization
Q-Consult™
Strategic Systems Intensive
Not ready for a full transformation sprint? Start with a focused strategy engagement to get clarity on your operational gaps and a clear path forward.
This session applies the AI-Powered Operational Excellence Framework™ to clarify where your operations need to go, and the Functional Technology Framework® to outline the practical steps to get there.
The Process:
- Pre-work review of your current tools, workflows, and reports
- 4-hour strategic session with founder Chris Étienne
- Detailed delivery of operational gaps and blind spots
- Comprehensive 1-6 month roadmap and punch list
- AI and automation opportunity recommendations
- Follow-up consultation to answer implementation questions
Best For:
- • Leaders who need strategic clarity before committing
- • Teams with limited bandwidth for full engagement
- • Organizations wanting expert guidance on priorities
Q-Advise™
Ongoing Strategic Partner
Keep your systems evolving with your business. Q-Advise provides retainer-style advisory support to maintain operational excellence as you scale.
Q-Advise™ leverages the AI-Powered Operational Excellence Framework™ to guide long-term strategy and uses the Functional Technology Framework® to ensure ongoing systems alignment as your business evolves.
Ongoing Support Includes:
- Quarterly strategic planning sessions
- Twice-monthly sprint planning and review calls
- On-demand consultation for system and design decisions
- Guidance on vendor selection and platform evaluation
- Guardrails on "shiny object" tech investments
- Continuous process improvement recommendations
Best For:
- • Organizations that have completed Q-Engage or Q-Consult
- • Fast-growing lenders needing ongoing strategic guidance
- • Teams wanting fractional CTO/COO-level expertise
Advisory Benefits
Continuous Alignment
Systems stay aligned with business strategy
Proactive Solutions
Address issues before they become problems
Expert Guidance
Access to 20 years of senior leadership experience in operations and technology
Cost Efficiency
Fractional expertise without full-time overhead
Ready to Transform Your Operations?
Schedule a strategy call to discuss which service model is right for your organization.
Schedule a Call