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Peak Performance Resources, Inc.
1443 Westchester Avenue
Winter Park, FL, 32789
407.234.4511 phone

Secondary Marketing Analysis

In today's market best execution is critical to maximizing profit margins. Accurate and timely information is critical in making fast paced decisions in the capital markets. Is your company reaching your goals in pricing, loan sale and servicing execution, and technology integration for operational effectiveness?  Are you struggling with the decision to transition from a best effort sales execution to a mandatory sale execution?

We offer an evaluation of your Secondary Marketing Department designed to uncover inefficiencies and missed opportunities.

Our services are designed for companies that are not reaching their profitability goals in loan sale execution because of current processes, technology and personnel. 

The evaluation process will result in valuable recommendations that will lead to a more profitable operation.  You can expect us to:

  • Examine secondary marketing process, procedures and practices
  • Diagnose areas of inefficiency
  • Identify investor incompatibility
  • Assist in establishing agency relationships.
  • Review and recommend changes in management reporting
  • Assess areas of market risk
  • Recommend process changes
  • Recommend management report development
  • Recommend changes in loan sale execution
  • Recommend training opportunities.

Available Consulting Services
Best Execution Analysis
Evaluation of Pricing Models
Process Flow Analysis
Staff Evaluations
Staff Training
Servicing Sales Alternatives
Hedging Strategies
Policies and Procedures
Best Effort to Mandatory Transition
Risk Management System
Investor Relations

"Betsy Clarke Cavanna has a tremendous amount of experience and knowledge and has been the best consultant I've ever had a chance to work with at Golf."
- Matt Mullet, Chief Financial Officer, Golf Savings Bank