Mortgage Policies and Procedures Manuals
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  • Policy and Procedure Manuals
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    • Mortgage Operations & Employee Manuals
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  • Single Policies
    • TRID-Integrated Disclosure Policy
    • Social Media Policy and Procedure
    • Vendor Management Policies and Procedures
    • MERS Quality Assurance (QA)
    • Ability to Repay Policy
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    • Fair Lending Plan
    • E-Sign Policy
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    • SAFE Act Policy Manual
    • Secondary Marketing Manual
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    • HPML Appraisal Policy
    • Mortgage Business Plan
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    • Let Us Customize Your Product
    • Access Document Management
    • Free Customization Offer

Recommended Links and Resources

Compliance Resources

State-by-State Disclosure List - Provided by Docutech
State Specific High Cost Loan Disclosures - Provided by DocMagic
Do Not Call List Scrubbing - PossibleNOW.  They will scrub against all applicable no call lists and I believe you can store your company no call list in the system to scrub against as well.  Ask for Sandy Tafur

Software

Income Calculation Software - Consistent across your platform
Calyx/Point
- For Small to Mid-Sized Lenders and Broker/Correspondents - PATH for larger distributed networks
MortgageBot/D+H - Scalable with integrated Document Management best solution for distributed network

Vendor Management

Fortrex Technologies - Vendor Management Platform - Ask for David Bedard

Appraisal Audits/AVM and BPO solutions

Coester Valuation Management Service
7529 Standish Place, Suite 200, Rockville, MD 20855
Office: 888-485-1999 ext 694 - Cell: 240-277-2900 - E-mail: bcoester@coestervms.com
Website: www.coestervms.com - LinkedIn: http://www.linkedin.com/in/briancoester

Valuation Management Technology -  Global DMS is an Appraiser Specific Vendor Management platform.  

Pre-Licensing and Continuing Education 

The Fastest On-Line Instructor Led Self-paced education with multi-tasking instructors means your work gets evaluated every 4 hours instead of every 24 hours, so you can finish faster without having to sit through a webinar.​

Quality Control Service Providers

Mortgage Manuals provides mortgage quality control plans, organizational documentation, policies and procedures quality control and other support for mortgage lenders, banks and credit unions.  Please contact us for an evaluation of the best provider.  

Broker Solutions

Mortgage Elements - Visual Loan Search - find the investor who offers the product you need! Broker Resources and links galore! 

Publications

Mortgage Professionals America - This magazine attempts to bridge the mixed media gap giving content that you can use in addition to industry information. 
The Scotsman Guide - Loan Offerings, Matrices and tons of resources

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