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Clear directives for every core step in the loan origination cycle  

PROACTIVE   STRATEGIC  EXPLICIT

Pre-authored policy content is available in modules for seamless integration with existing policy.  

Deliverables include easy-to-edit MS Word template and corresponding Power Point training slides.

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CONSULTING SERVICES

Marketplace credit needs assessment and mortgage affordability based on householder income and housing costs.

HMDA peer analysis of similarly situated lenders.

Fair & inclusive lending strategic plans.

Customized loan operations, quality control, and risk monitoring policy and procedures.

Learn more about consulting services

Latest Blog Post

Hispanic Homebuyer Presentation

Dynamic program for engaging community outreach Each PowerPoint slide includes both English and Spanish content. Clear explanations and colorful infographics. Formatted for presenters to introduce interesting topics, offer further explanations, and answer questions. Topics include wealth-building, down payment assistance, sweat equity, renovation loans, types of mortgages, how to calculate the LTV, DTI, and much more. Printable qualification worksheets. Customization available. View all 28 slides Purchase…

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