For mortgage brokers who are done winging it

Your business shouldn't run on memory and willpower.

I build the infrastructure behind the scenes so your business runs without you holding it all together.

15+
Years in enterprise ops
Book a Free Strategy CallHow It Works
Yana Mamotenko in a navy blazer, resting her chin on her hand with direct eye contact
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Sound familiar?

You're great at closing deals. But behind the scenes, it's duct tape and adrenaline.

A referral partner sent you a lead last Tuesday. You meant to follow up that afternoon. You didn’t. That deal is someone else’s now.

Your back book has a couple hundred clients coming up for renewal over the next few years. Most of them will hear from their bank before they hear from you.

A client’s rate hold expires in 48 hours and you almost missed it because the reminder was a sticky note on your monitor that fell behind your keyboard.

You’ve told yourself “I need to get organized” every Monday morning for the last six months. Every Friday, you’re back to winging it.

You don't have an effort problem. You have an infrastructure problem.

“
AI doesn't fix broken operations.
It amplifies them.

That's why I build the foundation first, and layer in smart tools only when you're ready for them.

Yana Mamotenko in a tan blazer, seated with her phone against a brick wall
The shift

What if your business actually ran like a business?

I take what's in your head and turn it into processes, tools, and workflows that run whether you're in the room or not. No jargon. No overcomplicated software. Just the machinery underneath that makes everything work.

What this looks like for a mortgage broker

When a client's rate hold is expiring, they get an automated check-in. When a referral partner sends you a lead, they get a thank-you and status update without you typing a word. When a deal closes, your follow-up sequence starts itself. Nothing depends on your memory.

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Real results

When the machine underneath works, everything changes.

Here's what shifted for a mortgage broker after a 6-week operations build.

Before
  • Follow-ups tracked manually, leads falling through weekly
  • CRM purchased but never configured for actual workflow
  • Referral partners going months without hearing back
  • Every process lived in the broker’s head
  • Evenings and weekends spent catching up
→
After
  • Zero missed follow-ups in 60+ days
  • CRM pipeline matched to real sales process, used daily
  • Every referral partner acknowledged within 4 hours automatically
  • Documented processes for every stage of the pipeline
  • First full weekends off in over a year

Based on a real client engagement. Results reflect a full operations build over 6 weeks.

Book a Free Strategy Call

Currently accepting new clients. I respond within one business day.

Yana Mamotenko in a navy blazer holding a laptop by a floor-to-ceiling window
About

I've built these for companies 100x your size. Now I build them for you.

For over 15 years, I've led the teams and built the processes that keep large-scale tech companies running: program management, delivery orchestration, cross-functional workflows. The kind of work where one broken process costs millions.

What I realized is that small business owners need the exact same thinking, just right-sized. You don't need a Fortune 500 setup. You need someone who's seen what "organized at scale" actually looks like, and can bring that clarity down to your world.

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“
For the first time, things don't fall through when I step away. That alone changed everything.
Oksana K.
Mortgage Agent
Services

Here's how we work together.

Every engagement starts the same way: I learn how your business actually runs. Not how you wish it ran.

01

Operations Audit

I map out your lead flow, follow-up process, client communication, and daily workflows. Then I show you exactly where things break and what to fix first. Not a 40-page report. A practical, prioritized action plan.

Typically 1-2 weeks
Best for brokers who know something's off but can't pinpoint what.
Most popular
02

Operations Build + Renewal Engine

I build the entire engine behind your business. CRM configured for how you actually sell. Automated follow-ups and client communication. Repeatable processes for every stage of your pipeline.

At the center of it: a Renewal Engine that tracks every client's renewal date and runs staged, compliant outreach in your voice, so your back book renews with you instead of quietly walking to the bank.

After the build, I stay on as a monthly retainer to keep it sharp: tuning sequences, watching the numbers, and adjusting as your book grows.

Typically 4-6 weeks
Best for established brokers whose back book is quietly leaking renewals.
The Guarantee

If the system doesn't recover at least one renewal in six months, the retainer pauses until it does.

03

AI Integration

Once your operations are solid, I help you layer in AI tools that make sense: content assistance, lead scoring, automated communication, workflow optimization. The key word is "once your operations are solid."

Typically 2-3 weeks
Best for brokers who already have their ops in order and want to go further.

You're probably wondering.

Do you actually know the mortgage industry?
I’m an operations specialist, not a mortgage broker. That’s the point. I bring 15 years of building processes at enterprise scale and apply that thinking to your business. The workflows, pipeline stages, and automations are all built around how mortgage brokers actually work, informed by real client engagements in the industry.
What happens after you leave? Does everything fall apart?
No, because I don’t build black boxes. Everything is documented, you’re trained on it, and I offer ongoing support after handoff. The whole point is that the systems run without me. If something needs adjusting as your business evolves, I’m a call away.
I don’t have time to learn new tools. Will this add to my workload?
Short-term, there’s a small ramp-up as you get familiar with what’s been built. But the goal is to reduce your workload, not add to it. Most clients tell me within the first two weeks that they’re already spending less time on the tasks that used to eat their evenings.
How much does this cost?
It depends on scope. An Operations Audit is a focused 1-2 week engagement. A Full Build is a larger investment over 4-6 weeks. The best way to get a clear picture is to book a strategy call. No pressure, no pitch deck. We’ll talk about your business and I’ll tell you honestly what it would take.
Let's start

Ready to stop
winging it?

Let's talk about what's costing you time, money, and sanity, and build a plan to fix it.

No pitch deck. No hard sell. Just an honest conversation about your business.
And if my system doesn't recover at least one renewal in six months, the retainer pauses. That's the deal.
Book a Free Strategy CallOr call directly

Currently accepting new clients. I respond within one business day.

Yana Mamotenko in a tan blazer standing with a confident stance