Mortgage Policies and Procedures 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 >
      • Industry Blog
      • Mortgage Resources
      • Client List
      • Discount Codes
      • Free Sample Request Form
  • Policy and Procedure Manuals
    • 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
  • Single Policies
    • HPML Appraisal 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
    • Mortgage Business Plan
  • Services
    • Updates and Downloads
    • Agency Approval Services
    • Training Program Development
    • Intranet Development
    • Audit Support >
      • New York State Audit
      • Nevada Audit Preparation
      • Pennsylvania State Audit
    • QC Audit Quote Request
    • Let Us Customize Your Product
    • Access Document Management
    • Free Customization Offer

Complete Compliance 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.   

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

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

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

Compliance Pack

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.

Our Services

Complete Packages
Individual Modules
Internal Training Programs
Quality Control Reviews

About Us

About Us
Blog
Text Books

Affiliated Services

Training Programs - Continuing Ed
Loan Officer and Loan Processor
Mortgage Training Books and Programs

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 2006-2018 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 >
      • Industry Blog
      • Mortgage Resources
      • Client List
      • Discount Codes
      • Free Sample Request Form
  • Policy and Procedure Manuals
    • 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
  • Single Policies
    • HPML Appraisal 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
    • Mortgage Business Plan
  • Services
    • Updates and Downloads
    • Agency Approval Services
    • Training Program Development
    • Intranet Development
    • Audit Support >
      • New York State Audit
      • Nevada Audit Preparation
      • Pennsylvania State Audit
    • QC Audit Quote Request
    • Let Us Customize Your Product
    • Access Document Management
    • Free Customization Offer
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