Solutions
Capital Markets & eMortgage Consulting
Strategic capital markets consulting and eMortgage implementation guidance from professionals who have done it themselves.
Overview
An effective capital markets function needs expertise across hedging, secondary marketing, investor relations, risk management and, increasingly, digital mortgage. Apollo Hedge Advisors helps you build and refine these operations, whether you are launching a new program, improving an existing one or moving to eMortgage.
We bring more than 15 years of hands-on mortgage capital markets experience, including eMortgage programs implemented at multiple lenders, and we give advice free of vendor conflicts.
Capital Markets Consulting
Strategy Development
Capital markets strategies aligned with your business objectives and risk appetite.
Program Assessment
An objective review of your current operations with prioritized improvements.
Policy & Procedures
Hedge, lock desk and secondary policies, procedures and documentation.
Investor Relations
Stronger investor relationships, better terms and more execution channels.
Technology Selection
Unbiased evaluation of capital markets and digital mortgage platforms.
Team Development
Training for capital markets staff at every level.
eMortgage Implementation
We have implemented eMortgage programs at multiple lenders and guide you end to end, from technology selection to GSE integration testing and your first eNote delivery.
eClosing
Platforms that generate GSE-compliant eNotes and support electronic signing of closing documents.
eVault & MERS eRegistry
Secure eNote custody, MERS eRegistry registration, and transfers of control and location to your investors and warehouse banks.
Remote Online Notarization
RON so borrowers can close from anywhere it is permitted.
GSE & Partner Testing
End-to-end testing with Fannie Mae, Freddie Mac, warehouse banks and correspondent investors.
Faster Delivery
Loans can reach the secondary market in days, with no waiting on paper notes to ship.
Lower Costs
Less shipping, printing and document storage, and fewer purchase delays.
Areas of Expertise
Risk Management
Hedging that holds up through every market.
- ✓Hedge strategy, design and optimization
- ✓Risk measurement and monitoring
- ✓Fallout modeling and hedge effectiveness testing
- ✓Policy and procedure design
Secondary Marketing
Pricing and execution that protect margin.
- ✓Product pricing strategy and margin optimization
- ✓Lock desk operations
- ✓Best execution analysis
- ✓Investor diversification
Technology & Systems
The right tools, connected properly.
- ✓Platform evaluation and selection
- ✓System integration planning
- ✓Data management and reporting infrastructure
- ✓Automation opportunities
Cross-Functional Integration
Operations and capital markets working as one.
- ✓Aligning underwriting with investor eligibility
- ✓Post-closing optimization for faster delivery
- ✓Minimizing pair-off costs and purchase delays
- ✓Communication between operations and capital markets
Engagement Types
Technology Implementation
End-to-end support for capital markets technology and eMortgage implementations, from planning through go-live and training.
Program Assessment
A detailed evaluation of your capital markets operations with recommendations and ROI projections.
Strategic Projects
Targeted help with a specific initiative, such as technology selection, investor diversification or policy development.
Ongoing Advisory
Continuous strategic guidance through a monthly retainer.
Key Benefits
Expert Knowledge
More than 15 years of practical experience in capital markets operations and eMortgage implementation.
Objective Perspective
Recommendations free from vendor or product conflicts.
Faster Results
Proven frameworks and hands-on experience shorten every implementation.
Cost Effective
Senior-level expertise without the cost of a full-time hire.
Works Well With
Mortgage Pipeline Hedging
Pipeline hedging, TBA trading, best execution and direct investor commitments in one capital markets platform.
Learn more →Mortgage Automation
MERS, Servicing & More
MERS registration, transfers and reconciliation, servicing and interim servicing boarding, and rate sheet distribution, all automated.
Learn more →Ready to Optimize Your Capital Markets?
Talk with us about your challenges and how our consulting can help you reach your goals.