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    • 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
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    • Wholesale/Third Party Origination
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      • MERS Quality Assurance (QA)
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    • State Audit Prep >
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        • Ohio Mortgage Lender Broker
        • Texas Exam Preparation
      • Annual Audit Preparation
      • State Examination System (SES) Support
      • State Examination Packages >
        • Supervisory Plan
    • Training Services >
      • AML Training
      • Fair Lending Training
      • ID Theft Training FACTA
      • Cybersecurity Training GLB Safeguarding
      • Fraud Red Flag and QC Training
      • Privacy Act - GLB Training
      • Advertising Compliance Training
      • New Employee Training
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      • How to: Customize Your Manual
      • Free "Generic" Customization Offer

A System of Interconnected Modules

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 package. 
 
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 products.
 
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 and Customize
 
  • 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. 
  • Our modules are designed to reflect current industry standard policies and procedures.  
  • Updated constantly
  • 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 intranet
  • 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 written. 
 

Module Organization

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Module customization, while it seems large a large task, can be delegated to the individual managers to edit, making it a team process.
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Modules track to the individual functions in the loan process. This means you identify the ownership of a process with the job responsibility.

Each Module Contains:

  • The manual template - a Word document with all of the policies and procedures delineated. Includes job descriptions, step by step process in "playscript" format, training and regulatory requirements
  • A "Forms" folder - containing all non-LOS type forms; checklists, letters, spreadsheets, and tools needed to complete the process
  • Training materials - If a regulatory requirement accompanies the module, a PowerPoint allows you to deliver mandatory training
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All Material © 1996 - 2023 QuickStart Publications
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Website by VertiReach
  • Home
    • Search our site
    • The CFPB and You
    • What Does a QC Plan Do?
    • Choosing the Right One
    • Free Sample Request Form
    • Request Discount Code
    • About Us >
      • About Us
      • FAQs
      • 100% Guarantee
      • Client List
    • Industry Blog
  • Single Policies
    • Single Policies
    • Free Sample Policies >
      • TIL-RESPA Integrated Disclosure (TRID)
      • HPML Appraisal Policy
      • Social Media
      • Ability to Repay
      • SAFE Act Policy
      • E-Sign Policy
      • Loan Originator Comp
      • Complaint Resolution
    • Disaster Recovery/Business Continuity Plan
    • Fair Lending/Fair Housing
    • Secondary Marketing-Loss Mitigation
    • 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
      • Free AML/BSA SAR Evaluation
    • Cyber/IT Security Audit Package
    • Advertising Audit Package
  • Services
    • Services
    • State Audit Prep >
      • State Audit Prep Package >
        • Pennsylvania Exam Preparation
        • Washington State Mortgage Lender Broker
        • New York Lender Broker Audit Prep
        • North Carolina Lender Broker
        • Ohio Mortgage Lender Broker
        • Texas Exam Preparation
      • Annual Audit Preparation
      • State Examination System (SES) Support
      • State Examination Packages >
        • Supervisory Plan
    • Training Services >
      • AML Training
      • Fair Lending Training
      • ID Theft Training FACTA
      • Cybersecurity Training GLB Safeguarding
      • Fraud Red Flag and QC Training
      • Privacy Act - GLB Training
      • Advertising Compliance Training
      • New Employee Training
    • Knowledge Base-FAQ
    • My Compliance VP - Manager >
      • My Compliance VP - Manager
      • Login Compliance Manager
      • Login Document Managment
      • Manage Subscription
    • Updates and Downloads >
      • Updates and Downloads
      • Updates and Downloads (members)
    • 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