Clear directives for every core step in the loan origination cycle
PROACTIVE STRATEGIC EXPLICIT
Customized policy and procedure manuals for residential mortgage origination, quality control, information security, and Bank Secrecy Act / Anti-Money Laundering.
Pre-authored templates are available in over 120 topics for loan origination, fair and inclusive outreach, appraisals, third-party monitoring, training and oversight, all federal mortgage regulations, and preparing for a supervisory examination.
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.
Latest Blog Post
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…
Read More