Broker
to Banker
Increase your bottom line potential by
removing the unwanted "layers" of pricing, and gain
a competitive edge. Learn what the Wholesalers don't want you
to know.
Achieve best price execution through identifying
the best investors for your product lines, eliminating duplication
of fees and streamline process flow.
Obtain control as we assist you in identifying
the best partners for your growth model
Secondary
Marketing
Our team evaluates current investor products
and pricing, and may establish new investor relationships to
assist your company in achieving best execution in the secondary
market.
- Assist in identifying Correspondent
Partners
- Create internal rate sheets
- Assist through "Go Live"
- Whole Loan Sales/Bulk
- P & S Agreement Evaluation
- Servicing Flow
- Develop Policy & Procedure
- Forward Commitments
- Train Personnel
Compliance
Implementation of industry, state and
federal regulation can be complex and confusing. Not only do
the regulations affect the borrower, they can affect you throughout
loan processing, reporting and auditing. We work with your team
to:
- Identify Weaknesses
- Provide training and documentation support
- Implement testing for agency and regulatory
- "Hot Topic" issues
- Assistance with software support
- Assist with Enforcement Orders (Cease and Desist)
Licensing
Using due diligence to expand into new
territories.
- Assist With all Regulatory Applications
- Correspondent Approvals
- Broker Agreements
- Brick and Mortar Requirements
- State Specific Disclosures and Reporting Implementation
- Advertising Validation
Operations
- Instill Change
- Improve Efficiency
- Work Smarter
- Improve Turn Time
- Provide Realistic Recommendations
- Assist with all aspects of Loan Organization,
- Processing, Underwriting, Closing,
Funding/Warehouse,
- Shipping, Insuring, Audit and
Post Close
FHA
Assistance
- Assistance with Application Process
Conversion to
- FHA Lender Status
- Put a Second set of Eyes on Your FHA Test Cases
- What Constitutes a Legal JV with FHA Quality Control
- Third Party Compliance for Loan Files and
- Branch Audit Training
mn