Mortgage Policies and Procedures Manuals
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      • SAFE Act Policy Manual
      • Secondary Marketing Manual
      • Appraiser Independence Manual
      • HPML Appraisal Policy
      • Mortgage Business Plan
    • Quality Control Plan - Agency/Investor
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    • Mortgage Compliance Manual
    • Origination-Production Manual
    • Processing Policy and Procedure Manual
    • Underwriting Procedures/Credit Policy
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    • Mortgage Operations & Employee Manuals
    • Servicing Procedures
    • Sub-Servicing Management Manual
    • Wholesale/Broker TPO Manual
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Mortgage Policy and Procedure Manuals

A Modular Compliance Management System that allows you to plug in systems to each area of your company's operations

The Complete Mortgage Operation - Organized Into Operating Segments

We organize our system to follow the flow of the mortgage process. Too often, companies try to organize policies and procedures by "topic" which works well for the writer, but not for the individual whose job it is to follow the procedure. In addition, "topic-by-topic" organization leaves many unanticipated gaps, because there is no rational transition from one topic to another. Our "function specific" modules allow you to ensure that no step gets left undocumented. 

The mortgage process involves myriad steps, personnel, vendors and procedures.  Beginning with the first customer contact to the set-up of the loan in servicing, an individual loan file comes into contact with 20-50 different employees, vendors and service providers.  Organizing the process in a way that makes sense is a real challenge. Our Modular Mortgage Compliance System allows you to go function by function and address exactly how you will comply. In addition, when conducting operating auidits, yoou already have put your process in place, so it simply a matter of verifying that personnel execute the steps as outlined. 
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Our modules are function specfic, integrating process management, quality control, compliance, training, human resources and vendor management within each module, only as it applies to the position.
This means each business unit has its own self-contained business management system.  Managers can hold employees accountable for their job responsibilities.  Compliance can ensure that operational procedures are being carried out in a verifiable way.

The Modules

We have broken the modules into position specific documents, each of which has a specific management path.  
  • Origination
  • Processing 
  • Underwriting
  • Closing
  • Post-Closing/Quality Control
  • Compliance
  • Operations/Human Resources
  • Servicing
  • Information Security/Red Flag ID Theft
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This diagram shows the organization of the modules and how they might be assigned to managers in an organizational chart.

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 2006-2025 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