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It is a fiduciary responsibility of firms to ensure the services they employ on behalf of investors is appropriate and the best value, so to ensure this it is recommended, that firms undertake regular reviews and RFP processes, enabling them to be confident they select and continue to use the most appropriate services for investors. Undertaking an RFP, whether for a specific service or for lending services more broadly can be complex but getting it right is critical to ensure you receive the level of service you require and expect.  Consolo’s experience of systems, services and programmes ensures that we can develop bespoke RFP processes that ask the right questions and use robust methodology to compare and score responses.

  • Documentation design and analysis
  • Agent lender reviews
  • Control environment review
  • Market Analysis
  • Identification of Opportunity

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