WE SPECIALIZE IN SUCCESS FOR:
Mortgage Broker to Mortgage 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-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.
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
- 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
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
KPI dashboard design and hosting
Forecasting and monitoring
Profitability maximization consulting
Design and implementation of best practices
Training and management of accounting staff
Management operating system
Mergers and acquisitions assistance
Mortgage banking beyond the numbers.View all Insights
Webinar Recording: Essential Strategies for 2023
CWDL hosted a webinar with Garrett McAuley to discuss concrete, practical suggestions for lenders to proactively navigate the year ahead.
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.
iServe Residential Lending