Mortgage Policies and Procedures Manuals
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    • Mortgage Compliance Manual
    • Origination-Production Manual
    • Processing Policy and Procedure Manual
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      • Let Us Customize Your Product
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Mortgage Business Plans

While our policy and procedure plans are, in fact, franchise level business plans, many investors, agencies and regulators want to see the business plans of new applicants.  The basic elements of a business plan are:
  • Company Objective - why you are in business, what your high level principal goals are
  • Methodology - how are you going to achieve these goals; what software you need, which investors you will use
  • Your Business Model - are originating directly, via mail, internet, calling?  You need to rationalize why you will be successful where others fail. 
  • Financial Projections - an important step in honestly assessing feasibility of your model.  Closely examine your past performance.  Use this to build you model going forward. Don't guess.  Use facts.  

Broker or Mortgage Banker - two different plans - specify which

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Click on the Google+ or Facebook icon to browse to the offer.  Once we see you have liked it, and made a comment about the policy manuals, we will forward the download link privately!

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Rockville, MD  20850
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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