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Mortgage
Lending

Process, Leadership and Compliance, whether you are launching a new business channel or growing Retail market-share, we make sure the right plan is in place to accomplish stated goals.

Capital
Fundraising

Needing Capital?  Menlo organizes, plans and secures funding from the right capital partners.

Mergers & Acquisitions

Identifying the right partner is important for retention and market share growth.  We successfully manage the process of identifying, meeting, negotiating and launching new partnerships. 

Consumer Experience

Are you looking to implement and scale next generation technologies, platforms or partnerships that enhance the consumer experience?  Menlo assists in tech partnerships, vendor selection, negotiation, and deployment across consumer direct and Retail channels.

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Dr. Rick Roque

MORTGAGE BANKER • TECH INNOVATOR • M&A SPECIALIST • INDUSTRY LEADER • national speaker
Publications

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About Rick

Dr. Rick Roque, mortgage banker, M&A specialist and technology innovator.

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The Wave

Weekly Video Cast exploring Mortgage and Real Estate Market Trends.

menlo

Menlo

Let us take you to the next level.

Since 2009

Menlo 

MENLO has the strongest and most successful track record in banking today for capital fundraising, retail production growth and mid-market retail mortgage M&A ($500M-$1.5B annually) and operational guidance as it pertains to compliance and technology. 

you need CAPITAL, GROWTH & LEADERSHIP

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