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Clear directives for every core step in loan origination and servicing  

PROACTIVE      STRATEGIC     EXPLICIT

Available in MadCap Flare software program

Customized policy and procedure manuals for residential mortgage origination, quality control, vendor oversight, broker approval and monitoring, information security, fraud prevention, servicing, and loss mitigation. 

 

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MARKETPLACE  STUDIES

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

In-depth demographic analysis by census tract, zip code, county or state of population and housing characteristics.

Redlining and minority appraisal analyses.

HMDA peer analysis of similarly situated lenders.

Learn more about consulting services

Latest Blog Post

Expanded Laws Require Mortgage Brokers and Lenders to have an Information Security Plan

State and federal regulators have recently increased enforcement actions against mortgage brokers and nonbank lenders that fail to comply with the Gramm–Leach–Bliley Act (GLBA) and the Federal Trade Commission (FTC) Safeguards Rule. The FTC’s updated Safeguards Rule requires all financial institutions–including mortgage brokers and lenders to implement a written information security program. While GLBA applies nationwide, most states duplicate or expand upon the federal laws…