Services
We have tailored our services to support your most common needs as a small, independent mortgage brokerage. We provide support on an as needed or retainer basis to help you outsource all compliance tasks.
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State & Federal regulation consulting
Monitoring & testing
Program design & review
Marketing review
Fair Lending analysis -
Risk assessment
Complaint monitoring
Regulatory exam preparation & coaching -
Loan file & loan origination review
Disclosure requirements & timing
Process review & improvement
Loan data collection & reporting -
Mortgage broker licensing assistance
Policies & procedures production
State agency business licensing & filing assistance