Mortgage banking

The mortgage banking industry is a maze of rules and regulations. Compliance requires thorough knowledge of both the industry and the entities that regulate it. We are actively involved in the mortgage industry, staying current with industry and regulatory issues that could potentially impact our clients. We’re qualified to ensure that you are aware of, and in compliance with all applicable rules and regulations.

We are acknowledged experts in the mortgage banking industry. Our team is actively involved with industry organizations such as the Mortgage Bankers Association and the California Mortgage Bankers Associations (CMBA). We speak frequently on mortgage issues and have written articles for various mortgage industry publications.

Our services include:

  • Audit reporting and compliance consulting for warehouse lenders, HUD, FNMA, FHLMC, GNMA, CFPB, and loan officer compensation
  • Tactics for accounting and taxation of mortgage loans held for sale, REO, derivatives, mortgage servicing rights, and fair value measurements
  • Income tax strategies, planning, and federal and multi-state tax compliance
  • Access to our relationships with major warehouse banks, hedging service providers, mortgage servicing rights valuation companies, and loan subservicing companies
  • Updates on changes in laws and regulations
  • Compliance with BRE and DBO regulations

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