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.
Dr. Rick Roque
MORTGAGE BANKER • TECH INNOVATOR • M&A SPECIALIST • INDUSTRY LEADER • national speaker
Publications
featured in
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.