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Comergence Uploads - (vendor management systems compliance)

Every vendor management system has a compliance requirement element. Often you must spend time pulling individual documents from your policies and procedures and uploading them to lenders' or other agencies' compliance portals. Comergence has established itself as a leader in TPO/Vendor management so becomes the most common portal a new company runs into.
  • Broker or TPO Approval
  • Lender Approval
  • Warehouse Lender
  • State Auditors
We can upload this information to Comergence as an additional service, or you can do it yourself using our handy guide for extracting policies and procedures.

Comergence Document Location in our Plans

Comergence Policy Locations
File Size: 74 kb
File Type: pdf
Download File

     Request Comergence Upload Service

    Use this form to request the service engagement. You must also complete the Free Generic Customization Request here to initiate the service. Upon completion we will send you an invoice.

    We only provide the policies and procedures. You must still upload all the other required documentation such as insurance, business history, financials, historical records such as call reports, and references.
    Normal turn time is 1-2 weeks. If you need a rush, please tell us and we will try to accommodate you.
Request Comergence Upload Service
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  • Home
    • Free Sample Policies >
      • Free Sample Request Form
      • SAFE Act Policy
      • FREE Sample AML Plan
      • TIL-RESPA Integrated Disclosure (TRID)
      • Complaint Resolution
      • HPML Appraisal Policy
      • Social Media
      • Ability to Repay
      • E-Sign Policy
    • Search our site
    • The CFPB and You
    • Choosing the Right One
    • Request Review
    • About Us >
      • Request Discount Code
      • About Us
      • Privacy Policy
      • Terms of Use
      • 100% Guarantee
      • Client List
    • Industry Blog
  • State Audit Prep
    • Texas Exam Preparation
    • Michigan Examination
    • Washington DFI Exam >
      • Supervisory Plan
    • New York DFS License Exam
    • North Carolina NCCOB Examination
    • Pennsylvania Audit/Exam
    • Georgia Mortgage Examination
    • Maryland SES Examination
    • Massachusetts Examination
    • Missouri Mortgage Exam Audit Prep
    • Ohio DFI License Examination
    • State Examination System (SES) Support
  • Complete Packages
    • Broker-Non Del Compliance
    • Complete Mortgage Banker Package
    • Complete Correspondent Pack
    • Lender Compliance Pack
    • Processing Company Package
    • A-la- Carte Modules >
      • Module System
      • Single Policies >
        • Disaster Recovery/Business Continuity Plan
        • Fair Lending/Fair Housing
        • Secondary Marketing-Loss Mitigation
        • Advertising
        • Appraiser Independence - Appraisal Management
        • Anti-Predatory Lending (UDAAP)
        • Vendor Management
        • Business Plan
        • MERS QA Plan
      • Mortgage Compliance Manual >
        • Loan Originator Comp
      • Quality Control Options >
        • Quality Control Options
        • What Does a QC Plan Do?
        • HUD-FHA Quality Control Plan
        • Lender Quality Control Plan
        • Broker/Non-Del QC Plan
      • Information Security - FACTA/Red Flags & ID Theft >
        • IT/Cyber Audit
      • Anti-Money Laundering (AML/BSA/SAR) Plan
      • Origination/Production Module
      • Processing Module
      • Underwriting/Credit Policy
      • Closing/Funding/Warehouse
      • Mortgage Ops & Employee
      • Wholesale/Third Party Origination
      • Mortgage Servicing Module >
        • Mortgage Servicing
        • Mortgage Sub-Servicing
        • MERS Quality Assurance (QA)
    • Anti-money laundering AML/BSA/SAR package >
      • Annual AML/BSA Audit
      • Annual AML Training
      • AML/BSA Plan
      • Free AML/BSA SAR Evaluation
    • Cyber/IT Security Audit Package >
      • Cyber Security Audit
      • IT/Cyber Security Training
      • CyberSecurity Policies
    • Advertising Audit Package
  • Services
    • Training Services >
      • Compliance Manager Training
      • AML Training
      • Social Engineering Phishing Training
      • Fair Lending Training
      • ID Theft Training FACTA
      • Cybersecurity Training GLB Safeguarding
      • Fraud Red Flag and QC Training
      • Appraiser Independence (AIR) Training
      • Privacy Act - GLB Training
      • Advertising Compliance Training
      • New Employee Training
      • RESPA Training
      • Truth-in-Lending Training
      • New York Human Rights Training
    • Knowledge Base
    • Audits/Reviews >
      • AML Audits
      • IT Security-Cyber Audits
    • Updates and Downloads >
      • Updates and Downloads
    • Warehouse Lender/Agency Approval >
      • Comergence Upload Service
    • Custom Bespoke Manuals
    • How to: Customization Services >
      • How to: Downloading Documents
      • How to: Customize Your Manual
      • Free "Generic" Customization Offer
  • Compliance Manager
    • My Compliance VP - Manager
    • Customer Portal
    • Annual Audit Preparation