The Ultimate Compliance and Business Management System

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.  

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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

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

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Correspondent/Broker Package

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

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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.