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Customizing your policies and procedures manuals

Since labor costs represent the largest cost component of most products, the way we can offer low-cost products involves allowing our customers to do the work themselves. But editing documents - particularly very large and complex policies and procedures - lies outside of the skill set of most mortgage industry personnel. To facilitate your efforts we have provided this customization guide for you; a manual for customizing your manuals!!
How to Edit Your Manuals - Customer Guide
File Size: 848 kb
File Type: pdf
Download File

​We can assist with basic customization of your policies and procedures, including the addition of logos and company names, as a basic value added service. For more detailed assistance, we provide the Detailed Customization Process.

Detailed Customization Service

Customized Products are those that rely on so much 3rd party information (such as servicing - software platform dependent; secondary marketing - hedging strategy dependent) that a generic solution is not in the customer's best interest. We provide a "Generic Customization" service that allows us to combine the parts which are generic with your specific business model. 
 
We don't have to write these products from scratch - we can pull material from literally thousands of pages of inventory material we have developed over the past decades.
 
Some examples are:
 
Business Plan/Annual Reports
Stand-Alone Training Programs
Commercial Lending Policies and Procedures
Construction Lending Policies and Procedures
 
The Customization Process
 
Our staff can assist you best once you identify the scope and breadth of the project.  Once there is clarity, we enter into a three stage process:
 
Stage 1 - Project  Formulation
All of the elements of the project are listed
Client provides all internal elements - software, forms, existing procedures, and other relevant material
A logical organization of the contents is drafted - resulting in an outline or table of contents
The scope and timing, based on the contents, is determined
Contract is executed

Stage 2 - Project Development and Delivery
The documentation is merged into a full project, based upon initial design
Demonstration module is assembled and delivered to client to review

Stage 3 - Project Finalization
The client reviews entire package
Comments on deficiencies, additions or deletions
Project is completed
Project is deployed
Client takes delivery of all material, media and product



    Request for Customization Quote

    Max file size: 20MB
    If you have a document that further clarifies your need, you may submit it here.
Submit
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  • Home
    • Search our site
    • The CFPB and You
    • What Does a QC Plan Do?
    • Choosing the Right One
    • About Us >
      • Request Discount Code
      • About Us
      • Privacy Policy
      • Terms of Use
      • 100% Guarantee
      • Client List
    • Industry Blog
  • Single Policies
    • Single Policies
    • 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
      • Loan Originator Comp
    • Disaster Recovery/Business Continuity Plan
    • Fair Lending/Fair Housing
    • Secondary Marketing-Loss Mitigation
    • Advertising
    • Anti-Money Laundering (AML/BSA/SAR) Plan
    • Appraiser Independence - Appraisal Management
    • Anti-Predatory Lending (UDAAP)
    • Vendor Management
    • Business Plan
    • MERS QA Plan
  • Modules
    • Module System
    • Mortgage Compliance Manual
    • Quality Control Options >
      • Quality Control Options
      • Lender Quality Control Plan >
        • HUD-FHA Quality Control Plan
      • Broker/Non-Del QC Plan
    • Information Security - FACTA/Red Flags & ID Theft >
      • IT/Cyber Audit
    • 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)
  • Packages
    • Packages
    • Complete Mortgage Banker Package
    • Complete Correspondent Pack
    • Lender Compliance Pack
    • Broker-Non Del Compliance Pack
    • Processing Company Package
    • 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
    • Services
    • State Audit Prep >
      • State Audit Prep Package >
        • Georgia Mortgage Examination
        • Massachusetts Examination
        • Michigan Examination
        • Missouri Audit Prep
        • New York DFS License Exam
        • North Carolina NCCOB Examination
        • Ohio DFI License Examination
        • Pennsylvania Audit/Exam
        • Texas Exam Preparation
        • Washington DFI Exam
      • Annual Audit Preparation
      • State Examination System (SES) Support
      • State Examination Packages >
        • Supervisory Plan
    • 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
    • Request Review
    • How to: Customization Services >
      • Customization Services
      • How to: Downloading Documents
      • How to: Customize Your Manual
      • Free "Generic" Customization Offer
  • Compliance Manager
    • My Compliance VP - Manager
    • Customer Portal