Mortgage Policies and Procedures Manuals
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  • Policy and Procedure Manuals
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    • 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
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    • Compliance Pack for Lenders
    • Broker Compliance Package
    • Wholesale (TPO) Package
  • 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
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    • Free Customization Offer

Broker & Correspondent 
​​Branch Operations &
Compliance Management System

Includes Compliance Management System and Supervisory/Operational Plans

The Complete Branch Broker, Correspondent, Branch Operations and Compliance Management System 

The correspondent performs all the same functions as a lender, except they may table-fund, or have non-delegated underwriting or closing document preparation. There is still substantial operational risk in the correspondent business model, so the principals must have operating controls for all positions.  Regulators call this a "written supervisory plan" because it defines the company's expectations for the employee's roles.

The correspondent package allows the entity to acquire all of the procedures necessary to manage the business and comply with laws, and allows the company to upgrade to additional elements if the model changes in the future.  
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Package Contains these Modules

Click on each item to navigate to the page describing each module component
  • Origination
  • Processing
  • IT/Information Security
  • Operations/HR
  • Investor/Agency Quality Control and/or Broker QC Plan
  • Regulatory Compliance

Complete Packages designed to include what you need for 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.   

Pricing

$995.00 Discounts may be available for industry trade association members

This package contains everything for the Mortgage Correspondent or Broker Branch Operation; Origination, Processing, Quality Control, Operations, HR, Information Security, Compliance.

Our Services

Complete Packages
Individual Modules
Internal Training Programs
Quality Control Reviews

About Us

About Us
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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 2006-2019 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
    • 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
  • 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