Request your FREE Generic Customization here

Free "Generic" Customization

Our documents are entirely editable, so most people familiar with Microsoft Word can easily search and replace, performing their own customization. However, some customers may wish to have us provide the basic (generic) customization of adding of logos and key personnel. This free generic customization is a one-time, value added service - allow 24-48 hours for completion. Urgent requests should be followed with an e-mail reply with a required deadline. Once you have received your customized manuals, you should replace your originally downloaded source documents with the generically customized documents

* Indicates required field

Mortgage Manuals Order Number *

Legal Company Name - as you wish it to appear in the documents *

Email *

AML/BSA Manager Name *

List any other employees with FinCEN access *

Compliance Manager or Principal *

Operations Manager - Who gives access to site audits, vendor management? *

QC Manager - Who manages the QC process, pre-funding audit, post-closing, manages audit vendors? *

Name of Third Party Audit Firm - Who does loan level auditing and auditing of your procedures? *

OFAC Officer - Who is responsible for making sure you check all employees, vendors and applicants against the OFAC list? *

INFORMATION SECURITY OFFICER - WHO IS RESPONSIBLE FOR MAKING SURE THAT PERSONAL INFORMATION OF CUSTOMERS IS SAFE, SECURE, AND MONITORED? *

Who does your Annual AML, Privacy, SAFE Act, Advertising, QC Process and Fair Lending Audits? *

Third Party Audit Firm Listed Above I would like Mortgage Management Systems to Conduct it. Please include in my manuals. A different provider conducts these audits - see below comments.

Please upload your logo here. Horizontal logos are better for manuals. Any format is fine, *

Max file size: 20MB

Comments from above fields. Also, if a rush, please provide deadline and justification. *

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