Mortgage Policies and Procedures Manuals
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  • Policy and Procedure Manuals
    • Quality Control Plan - Agency/Investor
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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
    • 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

Professional Customization

Save time and money with a professional customization of your product.

Detailed Customization 

Customized Products are those that rely on so much 3rd party information (such as servicing - software platform dependent; secondary marketing - hedging strategy dependent) that a generic solution is not in the customer's best interest.

When we prepare a custom project, we don't have to write these products from scratch - we can pull material from literally thousands of pages of inventory material we have developed over the past decades. 

Some examples are:
  • Business Plan/Annual Reports
  • Stand-Alone Training Programs
  • Commercial Lending Policies and Procedures
  • Construction Lending Policies and Procedures

Free "Generic" Customization

We provide a basic customization with each product we sell, including
  • Company Name
  • Logo
  • Basic Contact Information
  • Biographical Information

The Customization Process

Our staff can assist you best once you identify the scope and breadth of the project.  Once there is clarity, we enter into a three stage process:

Stage 1 - Project  Formulation
  • All of the elements of the project are listed
  • Client provides all internal elements - software, forms, existing procedures, and other relevant material
  • A logical organization of the contents is drafted - resulting in an outline or table of contents
  • The scope and timing, based on the contents, is determined
  • Contract is executed

Stage 2 - Project Development and Delivery
  • The documentation is merged into a full project, based upon initial design
  • Demonstration module is assembled and delivered to client to review

Stage 3 - Project Finalization
  • The client reviews entire package
  • Comments on deficiencies, additions or deletions
  • Project is completed
  • Project is deployed
  • Client takes delivery of all material, media and product 

    Custom Project Information Request

Submit

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 2006-2019 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