Our products are industry
standard, which means that you can use them right out of the box,
but the templates are completely customizable by you. Quality
Control plans, mortgage policies and procedures and operations
manuals are customizable in Microsoft Office formats. Implement best
practices and create internal controls for your firm.
What are Modules?
Because there are over
1800 individual processes and functions in the loan process, the
logical way to organize the process is by function. We assign
each procedure into a job function -origination, processing,
underwriting, closing, post closing audit, compliance, operations
servicing, secondary marketing and wholesale lending - and that
function becomes a "module". If you only need one area, you
purchase that module. If you are trying to run a company, you
need the entire mortgage quality control plan
What is a Template?
When you think of a
template, you may visualize a "fill in the blanks" kind of document.
That is not what we mean. You can completely alter any of our
A template is the way we
control the formatting of a large document. The template makes
sure all of the sections and headings appear in the table of
contents. The table of contents acts like a navigation tool
allowing you to jump directly to a specific part of a module.
This also means that your procedures are easy to upload to and
navigate in an intranet.
Easy to Implement
Our Modules can be used immediately - off the shelf.
For a fraction of the cost of any other product, the modules can be
quickly customized by the person who knows your business best - you,
not some consultant. Do not pay a consultant tens of thousands
of dollars and wait for weeks and months for a quality process.
modules are designed to reflect current industry standard policies and
The modules, including
all forms, are delivered electronically via download upon
customization and are provided in Microsoft Office Word
and Excel format.
Your company name is already
included - you can send directly to a regulator or investor to meet
requirements FAST - delivered within 24 hours.
Customize as you see fit to
reflect your specific business model or practice
Fully indexed - can be deployed
on an intra-net
Distribute throughout company
with no additional cost
Updating "Legacy" Policies and Procedures
Many customers use our
products to update their current procedures. You can easily
integrate procedures you have already written, and use our industry
standard procedures to establish standards you haven't already