Mortgage Policies and Procedures Manuals
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    • Mortgage Compliance Manual
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Mortgage Banking Operations
​& Compliance Management Systems

Complete systems for Mortgage Lenders, Banks and Credit Unions

The Complete Mortgage Banker Operations and Compliance Management System

The Mortgage Banker Package is our most complete set of operating procedures, policies, training, and organizational documentation. For those companies planning a start-up, or those initiating process improvement, this package gives you the complete foundation containing virtually all of our products for this specific business model.  

Mortgage bankers, banks and credit unions originate and process like most entities, but they also underwrite and fund.  Adding these elements to the production process completes the management pack.  
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The complete mortgage banker package includes all modules needed for the operation of a mortgage banking firm; origination, processing, underwriting, closing & loan delivery, post-closing audit, physical operations/human resources, regulatory compliance, information security.

Mortgage Banking Package Includes

Click on the included modules to browse to a detailed description of contents
​
  • Origination
  • Processing
  • Underwriting/Credit Policy
  • Closing/Funding/Delivery
  • IT/Information Security
  • Operations/HR
  • Investor/Agency Quality Control and Broker QC Plan
  • Regulatory Compliance​

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.  Together the elements in the Mortgage Banker Package would cost nearly $3,000 if ordered a-la-carte.  By packaging them together you gain substantial savings. 

Order Complete Mortgage Banker Package

$1,395
Referred by an affiliate or trade association? Click here to request a discount code.

Our Services

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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