Mortgage Policies and Procedures Manuals
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      • SAFE Act Policy Manual
      • Secondary Marketing Manual
      • Appraiser Independence Manual
      • HPML Appraisal Policy
      • Mortgage Business Plan
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    • Mortgage Compliance Manual
    • Origination-Production Manual
    • Processing Policy and Procedure Manual
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    • Mortgage Operations & Employee Manuals
    • Servicing Procedures
    • Sub-Servicing Management Manual
    • Wholesale/Broker TPO Manual
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Complete Compliance and Business Management Systems

Solutions Tailored to your Business Model

The Ultimate Compliance and Business Management System

Our complete mortgage policies and procedures covers origination, processing, underwriting, closing, quality control, human resources, IT, branch operations, servicing
Our company has done the hard work of combining compliance, process management, training, operations, human resources, regulation and systems into a seamless package that tracks a loan all the way from origination through servicing.  This is perfect if you are starting from zero.  But it also helps you take your existing procedures and fill in any blanks you may have.  

Complete package of policies and procedures for new lenders
Complete policies and procedures for existing companies allow you to integrate any material already written into a cumulative, comprehensive plan

Complete Packages Customized to Your Business Model

Dependent on your business model needs, we offer money-saving packages of modules designed for you.  In this way, you can get the most complete documentation you need for your business model as a savings of 40%-70% over the a-la-carte individual modules.   

Complete Mortgage Banking Package

Our complete package for lenders includes origination, processing, underwriting, closing, post closing quality control, operations, human resources, IT
For Bank, Credit Union or Lender

Package includes Origination, Processing, Fraud/Quality Audit/Compliance, Human Resources/Branch Operations Modules, Credit/Policy/Underwriting and Closing Modules

Click here for more information on the Complete Banker Package

Complete ​​Correspondent/Broker Package

Our complete package for correspondents includes origination, processing, compliance, quality control, operations, HR and IT
For the Correspondent Lender without underwriting and funding or larger mortgage broker/branching operations

This Package includes everything that the Banker Package includes EXCEPT for Credit Policy/Underwriting and Closing Modules

Click here for more information on the COMPLETE Non-Delegated Correspondent Pack

Compliance Only Pack for Lenders or Non-Delegated Correspondents or Brokers

For the company that just needs to update or upgrade its Quality Control Plan, and Compliance elements, this package contains the full suite of Compliance related elements. 

Includes Quality Control Module with Compliance Module, and the Red Flag/Identity Theft Plan Specific for Mortgage.

Click here for:
Compliance Only Pack for Delegated Lenders
Compliance Only Pack for Brokers/Non-Delegated Correspondents
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Contact Us

1 Research Court, Suite 450
Rockville, MD  20850
(877) 918-7246 toll free (877) 91 TRAIN
e-mail us
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All material copyright 2006-2023 QuickStart Mortgage Manuals
  • Home
    • What Regulators Require
    • The CFPB and You
    • Why do I need Quality Control?
    • What is a Module?
    • What is a Template?
    • Get Free Update Notifications
    • About Us >
      • FAQs
      • Industry Blog
      • Mortgage Resources
      • Client List
      • Discount Codes
      • Free Sample Request Form
  • Policy/Procedure Manuals
    • Single Policies >
      • TRID-Integrated Disclosure Policy
      • Social Media Policy and Procedure
      • Vendor Management Policies and Procedures
      • MERS Quality Assurance (QA)
      • Ability to Repay Policy
      • Anti-Money Laundering/SAR Reporting
      • Fair Lending Plan
      • E-Sign Policy
      • FACTA/Information Security
      • Mortgage Compliance Policies
      • SAFE Act Policy Manual
      • Secondary Marketing Manual
      • Appraiser Independence Manual
      • HPML Appraisal Policy
      • Mortgage Business Plan
    • Quality Control Plan - Agency/Investor
    • Quality Control - Broker/Non-Delegated Corr
    • Mortgage Compliance Manual
    • Origination-Production Manual
    • Processing Policy and Procedure Manual
    • Underwriting Procedures/Credit Policy
    • Closing, Funding and Delivery
    • Mortgage Operations & Employee Manuals
    • Servicing Procedures
    • Sub-Servicing Management Manual
    • Wholesale/Broker TPO Manual
  • Complete Packages
    • Mortgage Banker/Lender Package
    • Correspondent/Broker Package
    • Compliance Pack for Lenders
    • Broker Compliance Package
    • Wholesale (TPO) Package
  • Services
    • Updates and Downloads
    • Agency Approval Services
    • Training Program Development >
      • Intranet Development
    • Audit Support >
      • New York State Audit
      • Pennsylvania State Audit
      • Nevada Audit Preparation
    • QC Audit Quote Request
    • Free Customization Offer >
      • Let Us Customize Your Product
    • Access Document Management