Policy Manuals & Services

View Sample Information Security Handbook
Ordering Form for Info Security Handbook

 

Policy and Procedure Manuals

Pre-authored templates in MS Word format. Customization available. 

View Sample 2026 QC Policy

Ordering Form for QC Policy

View Sample Fair Lending Policy

View Sample BSA/AML Policy

 

Consulting Services

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Training Programs

View sample slides
View QC worksheets

 

View Spanish Homebuyer Education sample slides

 

Credit Needs Assessments 

In-depth demographics and homeownership potential    

  • Available for any U.S. state, MSA, county, city, zip code, or census tract.
  • Population demographics, household income, languages spoken, and housing characteristics. 
  • Estimated mortgage affordability based on median housing costs and household income for the tract, city or county.
  • Report options include maps and listings of housing partnership agencies and local homebuyer assistance sources.
  • Pricing based on a flat-fee for each geo-segment (census tract, county, etc.) 
Click to view sample report

 

Mortgage Lending Peer Analysis  

HMDA activity for similarly situated institutions

  • Loan disposition by race, ethnicity, and income level.
  • Metrics include loan type, LMI and minority tract percent. 
  • Choose any State or County.
  • Customized options for clients include tract-level redlining analyses.  
Click image to view sample report

 

 

 


 

For information, send email to:   housingresearchpress@outlook.com