menlo-trans

Partnership.
Growth & Scale.

In 2009, MENLO was founded by Dr. Rick Roque, nationally recognized banker, mortgage professional, investor and operator.  While consulting with numerous non depository mortgage banks, traditional banks and technology vendors, Dr. Roque identified several core opportunities in today’s mortgage market that are critical for middle to longer term success.

Given the changing market conditions, many companies and retail production teams are looking for a potential partnerships that will invest in their growth.   Menlo has partnered with Shamrock Homeloans to assists in planning, partnerships and technology solutions to best position your mortgage operation for growth.

Why Menlo-Shamrock?

Menlo has the strongest and most successful track record in banking today for capital fundraising, innovative Social Media partnerships and mid market retail mortgage M&A.

 

We have partnered with Shamrock Home Loans, one of the fastest growing and innovative mortgage banks in the US, to help acquire companies or production teams. Whether you are a top loan officer, a mortgage team closing $2M/mo or more in production, or a stand alone mortgage company, we structure competitive compensation / purchases structures to create next generation opportunities.

 

Broker to Banker, Distributive Retail and Consumer Direct Channels: Securing GSE (Fannie, Freddie, Ginnie) Approvals, Mortgage Guidance, Leadership, Planning and Execution. Where success or failure is predicted by how your firm is setup. Rick Roque has grown and secured over $7B in retail production for mortgage firms since 2016. If you are a Retail Mortgage Branch, launching a new business channel or growing an existing one, Rick Roque is your partner to identifying the right path forward.

Production Growth Opportunities

We are growing in your area.  We’d like to discuss with you opportunities where you can be better supported as you serve your local consumers.  Whether you are a top loan officer / producer, a mortgage team that does $2M or more per month, or a stand-alone company, we structure attractive compensation packages to facilitate a better relationship for you. 

Mortgage Lending

Broker to Banker, Distributive Retail and Consumer Direct Channels:  Securing GSE (Fannie, Freddie, Ginnie) Approvals, Mortgage Guidance, Leadership, Planning and Execution. Where success or failure is predicted by how your firm is setup. Menlo has grown and secured over $2B in retail production for mortgage firms in the last 3 years.  If you are a Retail Mortgage Branch, launching a new business channel or growing an existing one, Menlo is your partner to identifying the right path forward.

Capital Fundraising

Needing Capital or Warehousing Lending?  MENLO organizes, plans and secures funding from the right capital partners for you and your firm. 

Mergers & Acquisitions

Looking to acquire other firms?  Are you looking for options to strengthen your market position?  Identifying the right partner is key for maintaining or growing market share.  Menlo successfully manages the process of identifying, meeting, negotiating and launching new partnerships. 

Industry Technology

Consumer Lending and Banking Technologies are evolving rapidly to address competitive, regulatory and operational needs.  Selecting the right LOS, CRM or Web technology solution for your firm that takes into account adoption, effectiveness and growth are vital to your firm’s success.  We drive this process from a needs assessment, vendor selection and adoption.