WE SPECIALIZE IN SUCCESS FOR:
Broker to Banker
Our client-side perspective is uniquely valuable for brokers and early-stage mortgage banking businesses.
Independent Mortgage Bankers
Our expert financial guidance comes from firsthand experience with the challenges of independent lenders.
GSE- and Ginnie-Mae Approved Mortgage Bankers
Forward-thinking industry insights as well as training and education that empowers your team to do more.
We stay on top of ever-changing rules and regulations so you don’t have to.
Audit
Independent financial statement audits
Audits to satisfy HUD, GNMA and other GSEs requirements
401k and benefit plan audits
AML, MERS, and California DBO agreed upon procedures
Compilations and reviews
Accounting
- Experts in Loan Vision, AMB and QuickBooks
- Accounting department training
- Full-service accounting support from accounts payable to CFO services
- Loan Vision implementation and clean-up
- AMB implementation and clean-up
- Hedge accounting support
- Fair value accounting support
- Servicing accounting support
Tax
Nationwide (multi-state) tax services
Fair value considerations related to derivative assets, mortgage servicing rights
Corporate tax and entity considerations and planning
Individual tax preparation and planning
Consulting
KPI dashboard design and hosting
Forecasting and monitoring
Profitability maximization consulting
Design and implementation of best practices
Training and management of accounting staff
Strategic planning
Internal audits
Subservicer oversight
Management operating system
Mergers and acquisitions assistance
Mortgage banking beyond the numbers.
View all InsightsWebinars
2024 Compliance Hot Topics
Our Mortgage Banking practice hosted a discussion on 2024 compliance hot topics with Josh Weinberg of Firstline Compliance and Troy Garris of Garris Horn LLP.
They are highly specialized. The CWDL team are very good sounding boards and great resource for learning what other companies are facing, giving feedback to solutions.
Doug Wilson
iServe Residential Lending