The Wakefield Company, LLC

Terry Wakefield
Chief Executive Officer
Office - 262.375.8000, ext. 6640
Cell - 414.313.2803
Fax - 262.375.2835
900 Cheyenne Avenue
Suite 100
PO Box 210
Grafton, WI 53024

“The Wakefield Company’s INPLORE™ database really streamlines the important task of optimizing process as a necessary precedent to automation initiatives. As the old saying goes – you can only automate what you can document. With thousands of discrete and detailed mortgage tasks imbedded within INPLORE™, it provides solid process documentation quickly and at a reasonable price. It’s been a great tool for us!”

Dave Vida
CEO
Master Financial, Inc.

"The mortgage industry is rapidly evolving.  Future success depends on
the ability to differentiate the customer experience while driving down
costs.  The Wakefield Company provides insight, expertise, and the
ability to execute.  They're more than consultants; they're like part of
the team."

Tim Owens
Chief Production Officer
Option One Mortgage Corporation

“In an industry where innovation has been lagging, The Wakefield Company is a breath of fresh air.  I have not seen anyone come close to their competency in process improvement and technological capabilities to enable that process.  With our partnership with The Wakefield Company, I am confident we will be able to continually eliminate waste in our organization to provide a superior customer experience at a lower cost.”

James Marino
CEO
21st Century Mortgage Bankers

“It seems like every 5 or 10 years the mortgage industry seizes upon a new big idea. In the mid-1980s, it was branchless national lending, in the 90’s outsourcing and the Internet and now it’s the idea of using manufacturing techniques, such as Six Sigma and supply chain management to improve performance and enhance the customer experience. In the 20 years that I’ve known and worked with Terry Wakefield, he has been the mortgage industry’s equivalent of “Johnny Appleseed” when it comes to big ideas.”